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 |
|---|---|---|
Filed as: CLARKE LANZEN SKALLA Service code 26 · EIN 13-4109249 | Advisory (Participants) | $28,388 |
NATIONWIDE5+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $17,859 |
NATIONAL BENEFIT SERVICES, LLC5+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $14,805 |
NATIONWIDE5+ years Service code 15 | Recordkeeping | $12,166 |
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 | $32,016 | $62,928-49.1% | $172,753-81.5% | $67,582-52.6% |
| Participation rate | 77.1% | 64.5%+12.7pp | 82.6%-5.5pp | 71.3%+5.9pp |
| Annual return | 17.55% | 30.36%-12.8pp | 803.00%-785.4pp | 378.57%-361.0pp |
| Employer contribution / active EE | $1,343 | $1,636-17.9% | $5,144-73.9% | $2,148-37.5% |
| Participant deferral / active EE | $1,384 | $2,145-35.5% | $5,198-73.4% | $3,539-60.9% |
| Admin fee / account holder | $0 | $167-100.0% | $13,956-100.0% | $142-100.0% |