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 |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 35-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,485 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 52 THE FOREST PAVILLION · WYNCOTE, PA 190951595 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,340 | $46,360-62.6% | $147,617-88.3% | $52,331-66.9% |
| Participation rate | 42.2% | 64.9%-22.7pp | 84.6%-42.4pp | 68.1%-25.9pp |
| Annual return | 1.22% | 1.62%-0.4pp | 61.98%-60.8pp | 4.54%-3.3pp |
| Employer contribution / active EE | $817 | $2,126-61.6% | $5,564-85.3% | $1,882-56.6% |
| Participant deferral / active EE | $1,137 | $2,258-49.6% | $4,895-76.8% | $3,022-62.4% |
| Admin fee / account holder | $33 | $766-95.6% | $11,612-99.7% | $592-94.4% |