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: KIRBY WEALTH MGMNT GROUP/NW MUTUAL Service code 28 · EIN 36-4189396 4120 BELMONT POINT · CHAMPAIGN, IL 61822 | Investment Management | $43,871 |
HEALTHSCOPE BENEFITS2 years Service code 14 · EIN 71-0847266 7440 WOODLAND DRIVE · INDIANAPOLIS, IN 46278 | Plan Administrator | $30,350 |
ASCENSUS LLC7+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESCHER, PA 19025 | Recordkeeping | $15,325 |
CALIBRE CPA GROUP PLLC7+ years Service code 10 · EIN 47-0900880 230 W. MONROE, STE 310 · CHICAGO, IL 60606 | Accounting | $10,000 |
CAVANAGH & O'HARA6 years Filed as: CAVANAUGH & O'HARA, LLP Service code 29 · EIN 37-1259635 2319 W. JEFFERSON ST. · SPRINGFIELD, IL 62702 | Legal | $7,284 |
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 | $116,253 | $64,176+81.1% | $112,263+3.6% | $66,949+73.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -14.86% | -13.80%-1.1pp | 27.49%-42.4pp | 1.57%-16.4pp |
| Employer contribution / active EE | $5,732 | $3,007+90.6% | $3,636+57.6% | $2,545+125.2% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $866 | $626+38.4% | $6,410-86.5% | $594+46.0% |