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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $233,887 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES Service code 16 · EIN 26-4789150 | Consulting | $30,000 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $28,900 |
Filed as: KESTRA Service code 16 · EIN 47-1566880 | Consulting | $24,500 |
Filed as: MCDERMOTT WILL AND EMERY Service code 29 · EIN 36-1453176 | Legal | $11,132 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,832 | $78,852+10.1% | $76,768+13.1% | $75,289+15.3% |
| Participation rate | 92.3% | 85.0%+7.4pp | 77.0%+15.4pp | 72.4%+19.9pp |
| Annual return | -4.40% | -1.29%-3.1pp | 2.43%-6.8pp | -0.04%-4.4pp |
| Employer contribution / active EE | $3,309 | $2,794+18.4% | $2,485+33.1% | $2,405+37.6% |
| Participant deferral / active EE | $4,989 | $4,800+4.0% | $3,852+29.5% | $3,739+33.5% |
| Admin fee / account holder | $97 | $79+23.3% | $6,676-98.5% | $102-4.8% |