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 |
|---|---|---|
WIPFLI LLP5 years Service code 70 · EIN 39-0758449 | Consulting Fees | $20,900 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $802 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,436 | $58,888+276.0% | $178,499+24.1% | $73,493+201.3% |
| Participation rate | 89.5% | 66.2%+23.2pp | 81.9%+7.5pp | 70.7%+18.8pp |
| Annual return | 15.82% | 24.86%-9.0pp | 151.10%-135.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $9,379 | $2,236+319.4% | $5,011+87.2% | $2,270+313.1% |
| Participant deferral / active EE | $6,829 | $2,568+165.9% | $5,202+31.3% | $3,740+82.6% |
| Admin fee / account holder | $104 | $400-73.9% | $13,986-99.3% | $513-79.7% |