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| Provider | Service type | Compensation |
|---|---|---|
ANNEX WEALTH MANAGEMENT9 years Service code 99 · EIN 68-0524298 12700 W. BLUEMOUND ROAD · ELM GROVE, WI 53122 | Other Fees | $37,978 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD Service code 49 | Other Services | $9,438 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 49 · EIN 39-1915811 5525 GREEN BAY ROAD, STE 200 · KENOSHA, WI 53144 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,623 | $85,515-1.0% | $112,040-24.5% | $67,986+24.5% |
| Participation rate | 99.2% | 68.2%+31.0pp | 76.5%+22.7pp | 57.2%+42.0pp |
| Annual return | 13.20% | 29.68%-16.5pp | 24.52%-11.3pp | 31.67%-18.5pp |
| Employer contribution / active EE | $1,976 | $2,191-9.8% | $2,954-33.1% | $2,019-2.1% |
| Participant deferral / active EE | $5,767 | $4,014+43.7% | $5,098+13.1% | $3,358+71.7% |
| Admin fee / account holder | $216 | $3,774-94.3% | $12,098-98.2% | $3,203-93.2% |