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 |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $170,936 |
Filed as: CLARKE LANZEN SKALLA Service code 28 · EIN 13-4109249 4020 SO. 147TH STREET · OMAHA, NE 68137 | Investment Management | $116,543 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 16 1300 S. CLINTON STREET, STE. 150 · FORT WAYNE, IN 46802 | Consulting | $68,020 |
PRIMARK BENEFITS2+ years Service code 13 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Contract Administrator | $33,373 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,068 | $50,637+139.1% | $86,582+39.8% | $62,293+94.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.24% | 20.80%-9.6pp | 965.08%-953.8pp | 28.90%-17.7pp |
| Employer contribution / active EE | $8,353 | $2,075+302.5% | $2,839+194.2% | $2,042+309.0% |
| Participant deferral / active EE | $2,713 | $2,611+3.9% | $3,609-24.8% | $3,169-14.4% |
| Admin fee / account holder | $823 | $413+99.1% | $4,904-83.2% | $479+71.7% |