Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WESTWOOD TRUST3+ years Filed as: WESTWOOD MANAGEMENT Service code 28 · EIN 36-2868317 208 S. LASALLE · CHICAGO, IL 60604 | Investment Management | $397,891 |
LIPSCHULTZ, LEVIN & GRAY3+ years Service code 10 · EIN 36-2260623 425 HUEHL ROAD · NORTHBROOK, IL 60062 | Accounting | $12,900 |
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 | $197,781 | $62,267+217.6% | $110,243+79.4% | $55,725+254.9% |
| Participation rate | 92.4% | 78.1%+14.3pp | 79.8%+12.6pp | 70.9%+21.5pp |
| Annual return | 4.09% | -1.07%+5.2pp | 314.76%-310.7pp | 244.93%-240.8pp |
| Employer contribution / active EE | $4,449 | $1,941+129.2% | $3,827+16.3% | $2,078+114.1% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1,036 | $121+756.8% | $8,548-87.9% | $115+799.4% |