Filed January 16, 2018
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 |
|---|---|---|
LJI WEALTH MANAGEMENT, LLC2 years Service code 27 · EIN 26-0237809 6569 CARROLLTON AVE · INDIANAPOLIS, IN 46220 | Advisory (Plan) | $12,813 |
NATIONWIDE5 years Service code 26 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $5,789 |
MCGREGOR & ASSOCIATES, INC.2 years Service code 15 · EIN 61-1680054 997 GOVERNOR'S LANE STE 175 · LEXINGTON, KY 40513 | Recordkeeping | $417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,434 | $81,487+26.9% | $102,412+1.0% | $80,935+27.8% |
| Participation rate | 43.2% | 66.8%-23.6pp | 74.5%-31.3pp | 67.7%-24.4pp |
| Annual return | 13.95% | 25.60%-11.6pp | 24.94%-11.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,600 | $3,103-48.4% | $3,870-58.7% | $2,757-42.0% |
| Participant deferral / active EE | $3,203 | $3,871-17.3% | $5,060-36.7% | $4,299-25.5% |
| Admin fee / account holder | $12,274 | $6,717+82.7% | $8,388+46.3% | $6,924+77.3% |