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 |
|---|---|---|
ASHER KELLY1 year Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48075 | Legal | $44,505 |
Filed as: JOHN HANCOCK Service code 15 · EIN 13-3646501 | Recordkeeping | $39,828 |
ANDCO CONSULTING6 years Service code 16 5000 ROCKSIDE ROAD SUITE 320 · INDEPENDENCE, OH 44131 | Consulting | $20,000 |
BENESYS, INC.1 year Filed as: BENESYS Service code 13 3660 STUTZ DRIVE, SUITE 101 · CANFIELD, OH 44406 | Contract Administrator | $12,735 |
HILL WARD HENDERSON6 years Filed as: HILL, BARTH & KING LLC Service code 10 6603 SUMMIT DRIVE · CANFIELD, OH 44406 | Accounting | $7,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,146 | $106,236-38.7% | $112,249-42.0% | $64,819+0.5% |
| Participation rate | 86.7% | 71.7%+15.1pp | 75.1%+11.7pp | 71.5%+15.3pp |
| Annual return | -15.33% | -6.02%-9.3pp | 27.48%-42.8pp | 32.84%-48.2pp |
| Employer contribution / active EE | $3,010 | $3,166-4.9% | $3,636-17.2% | $2,507+20.1% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $287 | $452-36.3% | $6,412-95.5% | $188+53.0% |