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 49 · EIN 95-2834236 | Other Services | $7,393 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,355 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,211 | $46,332-47.7% | $143,799-83.2% | $64,819-62.6% |
| Participation rate | 13.4% | 64.2%-50.8pp | 80.3%-66.9pp | 71.5%-58.0pp |
| Annual return | -19.82% | -10.05%-9.8pp | -0.04%-19.8pp | 32.84%-52.7pp |
| Employer contribution / active EE | $191 | $1,911-90.0% | $4,952-96.1% | $2,507-92.4% |
| Participant deferral / active EE | $344 | $2,647-87.0% | $5,638-93.9% | $4,311-92.0% |
| Admin fee / account holder | $265 | $154+72.5% | $14,677-98.2% | $188+41.3% |