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 |
Participant contribution per participant 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 | $63,414 | $86,882-27.0% | $150,734-57.9% | $69,255-8.4% |
| Participation rate | 94.2% | 84.3%+9.9pp | 78.4%+15.7pp | 69.0%+25.1pp |
| Annual return | 10.24% | 10.69%-0.5pp | 600.81%-590.6pp | 26.73%-16.5pp |
| Employer contribution / active EE | $2,651 | $5,194-49.0% | $4,918-46.1% | $2,645+0.2% |
| Participant deferral / active EE | $1,074 | $2,993-64.1% | $5,610-80.9% | $2,890-62.8% |
| Admin fee / account holder | $81 | $630-87.2% | $14,905-99.5% | $733-89.0% |