Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC-RPCP Service code 27 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Advisory (Plan) | $20,788 |
NATIONWIDE4 years Service code 64 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $12,075 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,804 | $101,672-60.9% | $147,117-72.9% | $74,478-46.6% |
| Participation rate | 81.9% | 75.5%+6.4pp | 82.2%-0.3pp | 67.2%+14.7pp |
| Annual return | 18.40% | 8757.83%-8739.4pp | 420.54%-402.1pp | 1370.56%-1352.2pp |
| Employer contribution / active EE | $4,633 | $3,813+21.5% | $4,932-6.1% | $2,626+76.4% |
| Participant deferral / active EE | $6,266 | $7,305-14.2% | $8,065-22.3% | $4,350+44.0% |
| Admin fee / account holder | $172 | $1,753-90.2% | $12,993-98.7% | $1,946-91.2% |