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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $505,598 |
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PL · CHICAGO, IL 606731218 | Advisory (Plan) | $141,807 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE AND MORAN PLLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $22,500 |
SEYFARTH SHAW LLP6 years Service code 16 131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577 | Consulting | $17,903 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,926 | $111,651-8.7% | $86,645+17.6% | $101,555+0.4% |
| Participation rate | 72.1% | 83.2%-11.2pp | 71.7%+0.4pp | 74.5%-2.5pp |
| Annual return | 15.39% | 19.55%-4.2pp | 63.52%-48.1pp | 21.00%-5.6pp |
| Employer contribution / active EE | $2,648 | $3,410-22.4% | $2,496+6.1% | $2,972-10.9% |
| Participant deferral / active EE | $4,299 | $4,831-11.0% | $3,700+16.2% | $4,874-11.8% |
| Admin fee / account holder | $94 | $79+18.5% | $5,830-98.4% | $139-32.7% |