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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,400 |
Filed as: DEMARS PENSION CONSULTING SVCS INC Service code 10 8700 INDIAN CREEK PKWY · OVERLAND PARK, KS 66210 | Accounting | $3,407 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 51 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Investment Mgmt Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,118 | $46,297-50.1% | $71,671-67.7% | $62,293-62.9% |
| Participation rate | 44.7% | 60.6%-16.0pp | 68.7%-24.1pp | 69.5%-24.8pp |
| Annual return | 16.74% | 22.32%-5.6pp | 20.65%-3.9pp | 28.90%-12.2pp |
| Employer contribution / active EE | $940 | $1,412-33.4% | $2,460-61.8% | $2,042-54.0% |
| Participant deferral / active EE | $1,459 | $2,235-34.7% | $3,438-57.6% | $3,169-53.9% |
| Admin fee / account holder | $282 | $461-38.7% | $5,558-94.9% | $479-41.1% |