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 |
|---|---|---|
Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $55,467 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $52,089 |
NATIONWIDE10+ years Service code 53 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance Commissions | $48,446 |
Filed as: IRON FINANCIAL Service code 27 630 DUNDEE ROAD SUITE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $25,237 |
Service code 10 4815 SOUTH 107TH AVENUE · OMAHA, NE 68127 | Accounting | $25,000 |
WEINBERG & WEINBERG, PC10+ years Filed as: WEINBERG AND WEINBERG Service code 29 9290 WEST DODGE ROAD SUITE 205 · OMAHA, NE 68124 | Legal | $5,682 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,414 | $77,788-18.5% | $119,126-46.8% | $64,728-2.0% |
| Participation rate | 94.2% | 69.4%+24.8pp | 75.8%+18.4pp | 57.9%+36.3pp |
| Annual return | 10.24% | 13.19%-3.0pp | 282.11%-271.9pp | 49.38%-39.1pp |
| Employer contribution / active EE | $2,651 | $4,031-34.2% | $4,034-34.3% | $2,243+18.2% |
| Participant deferral / active EE | $1,074 | $2,599-58.7% | $5,318-79.8% | $2,729-60.7% |
| Admin fee / account holder | $81 | $1,365-94.1% | $10,693-99.2% | $1,145-92.9% |