Filed April 24, 2025
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 |
|---|---|---|
MONTICELLO ASSOCIATES4+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 28 · EIN 84-1205635 | Investment Management | $23,649 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $12,600 |
Filed as: TOWERS WATSON DELAWARE, INC Service code 28 · EIN 53-0181291 | Investment Management | $7,414 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,170 | $37,203+693.4% | $154,110+91.5% | $55,727+429.7% |
| Participation rate | 99.5% | 64.1%+35.4pp | 83.0%+16.4pp | 70.9%+28.6pp |
| Annual return | -4.68% | 1320.03%-1324.7pp | 735.22%-739.9pp | 244.94%-249.6pp |
| Employer contribution / active EE | $16,275 | $1,614+908.1% | $5,298+207.2% | $2,078+683.1% |
| Participant deferral / active EE | $17,335 | $2,069+738.0% | $5,081+241.2% | $3,356+416.6% |
| Admin fee / account holder | $49 | $102-52.1% | $13,412-99.6% | $115-57.8% |