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 |
|---|---|---|
NATIONWIDE3+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $96,011 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 14 · EIN 52-0807416 | Plan Administrator | $18,044 |
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS LLC Service code 26 60 S SIXTH STREET · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $0 |
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 | $30,357 | $55,453-45.3% | $170,435-82.2% | $62,293-51.3% |
| Participation rate | 97.9% | 66.4%+31.6pp | 83.6%+14.3pp | 69.5%+28.4pp |
| Annual return | 12.81% | 21.38%-8.6pp | 205.94%-193.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,548 | $2,164-28.4% | $5,432-71.5% | $2,042-24.2% |
| Participant deferral / active EE | $2,180 | $2,303-5.3% | $4,939-55.9% | $3,169-31.2% |
| Admin fee / account holder | $27 | $455-94.1% | $13,881-99.8% | $479-94.4% |