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| 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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,807 | $79,209-6.8% | $102,434-27.9% | $74,459-0.9% |
| Participation rate | 98.7% | 74.8%+23.9pp | 76.5%+22.1pp | 67.2%+31.4pp |
| Annual return | 12.62% | 54.98%-42.4pp | 29.46%-16.8pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $1,450 | $2,362-38.6% | $3,023-52.0% | $2,626-44.8% |
| Participant deferral / active EE | $4,485 | $4,417+1.5% | $5,055-11.3% | $4,350+3.1% |
| Admin fee / account holder | $187 | $2,002-90.7% | $9,462-98.0% | $1,945-90.4% |