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 |
|---|---|---|
NATIONWIDE1 year Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $114,526 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 28 · EIN 11-3018002 | Investment Management | $63,685 |
OSAIC WEALTH INC1 year Service code 28 · EIN 93-0987232 | Investment Management | $16,208 |
AMERICAN PORTFOLIOS FINANCIAL10+ years Service code 28 · EIN 11-3018002 | Investment Management | $3,112 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $1,860 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,245 | $50,919+216.7% | $155,556+3.7% | $77,762+107.4% |
| Participation rate | 77.0% | 63.1%+13.9pp | 78.2%-1.2pp | 70.6%+6.4pp |
| Annual return | 15.70% | 34.84%-19.1pp | 64.84%-49.1pp | 31.27%-15.6pp |
| Employer contribution / active EE | $2,872 | $1,991+44.2% | $4,675-38.6% | $2,728+5.3% |
| Participant deferral / active EE | $4,279 | $2,824+51.5% | $5,631-24.0% | $4,651-8.0% |
| Admin fee / account holder | $6 | $437-98.5% | $15,885-100.0% | $433-98.5% |