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| Provider | Service type | Compensation |
|---|---|---|
ASSET STRATEGY CONSULTANTS7 years Filed as: ASSET MANAGEMENT CORP Service code 26 · EIN 36-3706547 3400 DUNDEE RD · NORTHBROOK, IL 60062 | Advisory (Participants) | $19,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,466 | $65,092-34.8% | $143,799-70.5% | $66,938-36.6% |
| Participation rate | 55.8% | 65.2%-9.4pp | 80.3%-24.5pp | 69.8%-14.0pp |
| Annual return | -16.81% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,217 | $2,362-48.5% | $4,952-75.4% | $2,545-52.2% |
| Participant deferral / active EE | $2,557 | $2,920-12.4% | $5,638-54.7% | $4,238-39.7% |
| Admin fee / account holder | $217 | $502-56.9% | $14,677-98.5% | $594-63.5% |