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 |
|---|---|---|
JEFFREY W. KROL & ASSOCIATES2+ years Filed as: JEFFREY W. KROL & ASSOCIATES, LTD. Service code 10 · EIN 36-3094368 | Accounting | $181,605 |
GREAT LAKES ADVISORS, LLC2+ years Service code 51 · EIN 80-0292839 190 SOUTH LASALLE, SUITE 2200 · CHICAGO, IL 60603 | Investment Mgmt Fees | $156,423 |
JAMES MELTREGER2+ years Service code 30 · EIN 36-2872107 | Employee (plan) | $96,008 |
VINCENT LOMBARDI2+ years Filed as: VINCENT SENESE Service code 30 · EIN 36-2872107 | Employee (plan) | $88,221 |
THOMAS PARAVOLA2+ years Service code 29 · EIN 36-0522075 | Legal | $46,192 |
FGMK, LLC1 year Service code 10 · EIN 36-2929601 2801 LAKESIDE DRIVE, 3RD FLOOR · BANNOCKBURN, IL 60606 | Accounting | $37,450 |
JUAN CAVALLINI2+ years Filed as: JUAN FERNANDEZ JR. Service code 30 · EIN 36-2872107 | Employee (plan) | $37,290 |
MARY DELANEY CERETTO2+ years Filed as: MARY MURPHY Service code 30 · EIN 36-2872107 | Employee (plan) | $16,936 |
JEFFREY SLOCUM & ASSOCIATES2+ years Filed as: JEFFREY PIERUCCI Service code 30 · EIN 36-2872107 | Employee (plan) | $12,512 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO INSTL RETIREMENT TRUST Service code 15 1525 WEST W.T. HARRIS BOULEVARD · CHARLOTTE, NC 282628522 | Recordkeeping | $11,191 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,699 | $80,354-95.4% | $133,975-97.2% | $63,975-94.2% |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.1%-87.1pp | 71.1%-71.1pp |
| Annual return | 7.70% | 13.11%-5.4pp | 29.29%-21.6pp | 48.65%-41.0pp |
| Employer contribution / active EE | $776 | $3,503-77.9% | $5,211-85.1% | $2,182-64.4% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $78 | $69+12.7% | $9,324-99.2% | $70+10.9% |