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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,978 |
DEFINITI LLC1 year Service code 15 · EIN 85-0833363 878 W. AIRPORT RD · MENASHA, WI 54952 | Recordkeeping | $4,202 |
Filed as: HANLON INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 22-3723068 3393 BARGAINTOWN ROAD · EGG HARBOR TWP, NJ 08234 | Investment Management | $2,289 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
CUTTER & COMPANY, INC8+ years Filed as: CUTTER & COMPANY, INC. Service code 33 15415 CLAYTON RD · BALLWIN, MO 63011 | Securities brokerage | $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.
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 | $25,537 | $47,135-45.8% | $149,717-82.9% | $74,440-65.7% |
| Participation rate | 19.0% | 63.4%-44.4pp | 78.8%-59.7pp | 70.7%-51.7pp |
| Annual return | 8.59% | 22.75%-14.2pp | 134.41%-125.8pp | 34.37%-25.8pp |
| Employer contribution / active EE | $326 | $1,906-82.9% | $4,820-93.2% | $2,638-87.7% |
| Participant deferral / active EE | $621 | $2,728-77.2% | $5,682-89.1% | $4,529-86.3% |
| Admin fee / account holder | $46 | $343-86.7% | $13,213-99.7% | $348-86.9% |