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: IFP ADVISORS, INC. Service code 27 · EIN 59-3331424 3030 N ROCKY POINT DR STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $22,334 |
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,168 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD. Service code 27 · EIN 38-2340348 3883 TELEGRAPH ROAD · BLOOMFIELD HILLS, MI 48302 | Advisory (Plan) | $5,169 |
PRBA, INC1 year Service code 14 · EIN 95-2835553 C/O ACTUARIES UNLIMITED, INC. · ENCINO, CA 91436 | Plan Administrator | $1,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,570 | $66,302-25.2% | $110,243-55.0% | $56,289-11.9% |
| Participation rate | 63.4% | 74.9%-11.6pp | 79.8%-16.5pp | 69.9%-6.5pp |
| Annual return | -0.77% | -1.18%+0.4pp | 314.76%-315.5pp | -9.96%+9.2pp |
| Employer contribution / active EE | $3 | $2,047-99.8% | $3,827-99.9% | $2,111-99.8% |
| Participant deferral / active EE | $1,909 | $3,381-43.5% | $4,672-59.1% | $3,350-43.0% |
| Admin fee / account holder | $327 | $698-53.1% | $8,548-96.2% | $521-37.2% |