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 |
|---|---|---|
ANNEX WEALTH MANAGEMENT LLC8 years Filed as: ANNEX WEALTH MANAGEMENT Service code 99 · EIN 68-0524298 12700 W. BLUEMOUND ROAD · ELM GROVE, WI 53122 | Other Fees | $34,882 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD Service code 49 | Other Services | $9,242 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 99 · EIN 54-1172176 | Other Fees | $6,301 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 5525 GREEN BAY ROAD, STE 200 · KENOSHA, WI 53144 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,807 | $79,189-6.8% | $102,457-28.0% | $74,400-0.8% |
| Participation rate | 98.7% | 74.8%+23.9pp | 76.5%+22.2pp | 67.2%+31.4pp |
| Annual return | 12.62% | 54.98%-42.4pp | 29.41%-16.8pp | 1367.51%-1354.9pp |
| Employer contribution / active EE | $1,450 | $2,362-38.6% | $3,022-52.0% | $2,624-44.7% |
| Participant deferral / active EE | $4,485 | $4,415+1.6% | $5,054-11.3% | $4,348+3.1% |
| Admin fee / account holder | $187 | $2,002-90.7% | $9,451-98.0% | $1,944-90.4% |