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 |
|---|---|---|
CUTTER & COMPANY, INC10+ years Filed as: CUTTER & COMPANY, INC. Service code 33 15415 CLAYTON RD · BALLWIN, MO 63011 | Securities brokerage | $0 |
DEFINITI LLC3 years Service code 15 · EIN 85-0833363 3 HOLLAND DRIVE · ERIE, PA 16507 | Recordkeeping | $0 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: HANLON INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 22-3723068 3393 BARGAINTOWN ROAD · EGG HARBOR TWP, NJ 08234 | Investment Management | $0 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
NATIONWIDE10+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,241 | $46,464-22.0% | $150,298-75.9% | $79,634-54.5% |
| Participation rate | 14.0% | 57.0%-43.0pp | 77.8%-63.8pp | 62.5%-48.5pp |
| Annual return | 11.75% | 27.89%-16.1pp | 62.79%-51.0pp | 36.46%-24.7pp |
| Employer contribution / active EE | $254 | $1,512-83.2% | $4,154-93.9% | $2,529-90.0% |
| Participant deferral / active EE | $465 | $2,157-78.4% | $5,453-91.5% | $3,835-87.9% |
| Admin fee / account holder | $54 | $891-93.9% | $14,116-99.6% | $1,002-94.6% |