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 |
|---|---|---|
NATIONWIDE6+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $65,583 |
MONEY CONCEPTS CAPITAL CORP2 years Service code 33 11440 NORTH JOG RD · PALM BEACH GARDENS, FL 33418 | Securities brokerage | $39,166 |
TRITON SERVICES CORPORATION6+ years Service code 16 · EIN 11-3187413 4114 LEGATO RD · FAIRFAX, VA 22033 | Consulting | $9,566 |
JOHN BURDETTE & ASSOCIATES6+ years Service code 10 · EIN 55-0738771 P.O. BOX 418 · BUCKHANNON, WV 26201 | Accounting | $8,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,052 | $66,124-37.9% | $90,461-54.6% | $73,497-44.1% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 14.50% | 17.65%-3.2pp | 1294.76%-1280.3pp | 28.51%-14.0pp |
| Employer contribution / active EE | $3,516 | $2,346+49.8% | $3,264+7.7% | $2,270+54.9% |
| Participant deferral / active EE | $465 | $3,039-84.7% | $3,964-88.3% | $3,740-87.6% |
| Admin fee / account holder | $42 | $396-89.4% | $5,617-99.3% | $513-91.8% |