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 Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account maintenance fees; Investment ... | $98,438 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORKS Service code 26 | Advisory (Participants) | $41,062 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 16 11440 TOMAHAWK CREEK PARKWAY · LEAWOOD, KS 662112672 | Consulting | $25,561 |
CETERA ADVISOR NETWORKS LLC1+ years Service code 22 200 N SEPULVEDA BLVD, SUITE 1200 · EL SEGUNDO, CA 90245 | Insurance Broker | $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 | $41,451 | $50,498-17.9% | $75,784-45.3% | $55,191-24.9% |
| Participation rate | 98.5% | 69.4%+29.1pp | 75.8%+22.7pp | 69.2%+29.3pp |
| Annual return | 0.83% | 1.80%-1.0pp | 9.68%-8.9pp | 10.78%-10.0pp |
| Employer contribution / active EE | $2,328 | $2,291+1.6% | $3,323-30.0% | $1,899+22.6% |
| Participant deferral / active EE | $3,277 | $2,589+26.6% | $3,652-10.3% | $3,046+7.6% |
| Admin fee / account holder | $283 | $123+129.8% | $5,300-94.7% | $91+211.5% |