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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 ATTN COMMISSIONS DEPT · SAN DIEGO, CA 92121 | Advisory (Plan) | $27,882 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,520 |
Service code 13 · EIN 36-4013756 2001 MIDWEST ROAD, SUITE 306 · OAK BROOK, IL 60523 | Contract Administrator | $5,682 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,108 | $65,378+82.2% | $87,103+36.7% | $65,186+82.7% |
| Participation rate | 87.5% | 75.3%+12.2pp | 76.9%+10.6pp | 70.2%+17.3pp |
| Annual return | 19.57% | 31.28%-11.7pp | 28.19%-8.6pp | 29.39%-9.8pp |
| Employer contribution / active EE | $1,674 | $1,823-8.2% | $2,521-33.6% | $2,177-23.1% |
| Participant deferral / active EE | $4,413 | $3,389+30.2% | $4,049+9.0% | $3,514+25.6% |
| Admin fee / account holder | $15 | $520-97.1% | $7,491-99.8% | $847-98.2% |