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 |
|---|---|---|
MATRIX TRUST COMPANY3 years Service code 15 · EIN 75-3182674 | Recordkeeping | $1,290,405 |
BENESYS, INC.9+ years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $318,734 |
Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 1000 N WATER ST STE 1700 · MILWAUKEE, WI 53202 | Legal | $178,886 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $82,549 |
L.M. HENDERSON & COMPANY, LLP9+ years Service code 10 · EIN 20-5520612 | Accounting | $63,070 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN GRAPHICS PRINTING COMPANY Service code 36 34895 GROESBECK HWY · CLINTON TWP, MI 48035 | Copying and duplicating; Direct payme... | $60,637 |
JOHNSON & KROL, LLC5 years Filed as: JOHNSON & KROL LLC Service code 10 · EIN 36-4342024 | Accounting | $55,417 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,677 | $178,759-78.4% | $102,460-62.3% | $106,553-63.7% |
| Participation rate | 100.0% | 91.3%+8.7pp | 76.5%+23.5pp | 69.8%+30.2pp |
| Annual return | 62.33% | 17.23%+45.1pp | 29.47%+32.9pp | 17.37%+45.0pp |
| Employer contribution / active EE | $2,693 | $5,750-53.2% | $3,025-11.0% | $3,359-19.8% |
| Participant deferral / active EE | $0 | $9,466-100.0% | $5,056-100.0% | $5,562-100.0% |
| Admin fee / account holder | $58 | $62-6.6% | $9,460-99.4% | $80-27.1% |