Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 28 · EIN 95-2834236 | Investment Management | $19,865 |
NATIONWIDE1 year Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $14,184 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $1,521 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,321 | $50,919-48.3% | $155,556-83.1% | $77,762-66.2% |
| Participation rate | 10.8% | 63.1%-52.3pp | 78.2%-67.5pp | 70.6%-59.8pp |
| Annual return | 12.67% | 34.84%-22.2pp | 64.84%-52.2pp | 31.27%-18.6pp |
| Employer contribution / active EE | $134 | $1,991-93.3% | $4,675-97.1% | $2,728-95.1% |
| Participant deferral / active EE | $220 | $2,824-92.2% | $5,631-96.1% | $4,651-95.3% |
| Admin fee / account holder | $192 | $437-56.0% | $15,885-98.8% | $433-55.6% |