See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 64 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $53,516 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENT Service code 27 · EIN 13-4109249 17605 WRIGHT ST. · OMAHA, NE 68130 | Advisory (Plan) | $19,171 |
Service code 14 · EIN 61-1758632 24 E. COTA ST. SUITE 200 · SANTA BARBARA, CA 93101 | Plan Administrator | $8,732 |
PEERY & ASSOCIATES, INC.1 year Service code 14 · EIN 94-3274051 PO BOX 850 · PESCADERO, CA 94060 | Plan Administrator | $6,800 |
Filed as: IRON-CO FINANCIAL Service code 27 · EIN 26-2409128 5440 W. 110TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Plan) | $4,668 |
Filed as: LINCOLN FINANCIAL ADVISORS Service code 64 · EIN 35-1140070 1301 S. CLINTON ST. · FORT WAYNE, IN 46802 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,290 | $61,156-29.2% | $185,823-76.7% | $79,386-45.5% |
| Participation rate | 83.9% | 66.6%+17.2pp | 81.7%+2.2pp | 70.7%+13.2pp |
| Annual return | 11.25% | 19.45%-8.2pp | 122.05%-110.8pp | 116.85%-105.6pp |
| Employer contribution / active EE | $1,457 | $2,321-37.2% | $5,167-71.8% | $2,427-40.0% |
| Participant deferral / active EE | $1,754 | $2,789-37.1% | $5,568-68.5% | $4,046-56.6% |
| Admin fee / account holder | $259 | $710-63.4% | $16,237-98.4% | $626-58.6% |