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 51 · EIN 35-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $51,680 |
NORTON ROSE FULBRIGHT1+ years Filed as: NORTON RETIREMENT SERVICES INC. Service code 15 · EIN 86-1009405 P.O. BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $12,634 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 22 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Broker | $0 |
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.
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 | $25,282 | $39,458-35.9% | $60,547-58.2% | $55,191-54.2% |
| Participation rate | 48.4% | 59.6%-11.2pp | 68.0%-19.5pp | 69.2%-20.7pp |
| Annual return | -2.39% | 3.35%-5.7pp | 335.64%-338.0pp | 10.78%-13.2pp |
| Employer contribution / active EE | $384 | $1,210-68.2% | $2,419-84.1% | $1,899-79.8% |
| Participant deferral / active EE | $2,129 | $2,140-0.5% | $3,328-36.0% | $3,046-30.1% |
| Admin fee / account holder | $61 | $95-36.2% | $4,536-98.7% | $91-33.1% |