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 |
|---|---|---|
NATIONWIDE8+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $73,174 |
LPL FINANCIAL6 years Service code 26 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Participants) | $42,467 |
INWEST RETIREMENT SOLUTIONS6 years Service code 15 · EIN 75-2408441 | Recordkeeping | $7,550 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,508 | $84,482-23.6% | $125,363-48.5% | $66,930-3.6% |
| Participation rate | 47.4% | 76.4%-29.0pp | 82.4%-35.0pp | 69.8%-22.4pp |
| Annual return | -6.89% | -8.49%+1.6pp | 572.15%-579.0pp | 1.57%-8.5pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,278 | $6,782-22.2% | $7,447-29.1% | $4,238+24.5% |
| Admin fee / account holder | $621 | $685-9.3% | $10,005-93.8% | $593+4.6% |