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 ANNUITY INS CO OF AMERICA Service code 15 · EIN 06-1050034 | Recordkeeping | $100,168 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 10 · EIN 52-1590516 | Accounting | $37,081 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $29,667 |
THE SEGAL COMPANY8 years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 16 · EIN 13-1975125 | Consulting | $22,894 |
L.M. HENDERSON & COMPANY, LLP10+ years Filed as: L.M. HENDERSON Service code 15 · EIN 20-5520612 | Recordkeeping | $22,544 |
MAY OBERFELL LORBER3 years Filed as: MAY, OBERFELL, LORBER Service code 29 4100 EDISON LAKES PARKWAY, STE 100 · MISHAWAKA, IN 46545 | Legal | $21,045 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $18,500 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 | Legal | $6,641 |
IRON MOUNTAIN1 year Service code 49 · EIN 23-2588479 | Other Services | $5,383 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,955 | $86,882+73.7% | $150,734+0.1% | $69,255+118.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 11.06% | 10.69%+0.4pp | 600.81%-589.7pp | 26.73%-15.7pp |
| Employer contribution / active EE | $9,621 | $5,194+85.2% | $4,918+95.6% | $2,645+263.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $322 | $630-48.9% | $14,905-97.8% | $733-56.1% |