Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $25,189 |
METZ & ASSOCIATES PLLC1 year Filed as: METZ AND ASSOCIATES PLLC Service code 10 PO BOX 502533 · SAN DIEGO, CA 92150 | Accounting | $21,818 |
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $20,968 |
NATIONAL BENEFIT SERVICES, LLC3+ years Service code 15 · EIN 20-3886993 | Recordkeeping | $8,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,391 | $47,766-63.6% | $82,744-79.0% | $64,819-73.2% |
| Participation rate | 39.7% | 67.7%-28.0pp | 72.6%-32.8pp | 71.5%-31.7pp |
| Annual return | -24.23% | -13.06%-11.2pp | 702.22%-726.5pp | 32.84%-57.1pp |
| Employer contribution / active EE | $856 | $2,182-60.8% | $3,008-71.5% | $2,507-65.9% |
| Participant deferral / active EE | $2,239 | $3,332-32.8% | $4,395-49.1% | $4,311-48.1% |
| Admin fee / account holder | $167 | $143+17.0% | $5,325-96.9% | $188-11.0% |