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 |
|---|---|---|
Filed as: EMPOWER Service code 15 · EIN 84-1455663 | Recordkeeping | $98,413 |
MARQUETTE ASSOCIATES3 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $50,000 |
TUCKER ARENSBERG11+ years Filed as: TUCKER ARENSBURG Service code 29 · EIN 25-0711430 | Legal | $27,876 |
DICLAUDIO & KRAMER, LLC11+ years Service code 10 · EIN 27-0889793 | Accounting | $21,554 |
Filed as: LOGAN, METTLEY, & NEWCOMER, PLC Service code 29 · EIN 33-1365351 | Legal | $11,032 |
ALLAN BATES AND ASSOCIATES11+ years Service code 15 · EIN 25-1460327 | Recordkeeping | $4,941 |
MEYER, UNKOVIC & SCOTT7 years Filed as: MEYER, UNKOVIC, & SCOTT Service code 29 · EIN 25-1344985 | Legal | $1,924 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,878 | $106,351+9.9% | $105,223+11.1% | $103,975+12.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 11.18% | 11.69%-0.5pp | 180.65%-169.5pp | 19.41%-8.2pp |
| Employer contribution / active EE | $7,906 | $5,336+48.2% | $3,689+114.3% | $3,722+112.4% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $296 | $316-6.3% | $8,859-96.7% | $332-11.1% |