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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $266,613 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $123,567 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 49 · EIN 52-1796473 | Other Services | $113,948 |
P. FLASCH6 years Filed as: P. E. FLASCH Service code 14 · EIN 36-4108124 | Plan Administrator | $99,877 |
L. GILLUND9 years Service code 30 · EIN 36-4108124 | Employee (plan) | $90,718 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $77,136 |
Filed as: BAUM SIGMAN AUERBACH & NEUMAN LTD Service code 29 · EIN 36-2744057 | Legal | $74,346 |
E. FERREE7 years Service code 30 · EIN 36-4108124 | Employee (plan) | $65,437 |
S. MONAHAN10+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $63,007 |
K. WILLIAMSON10+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $59,656 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,905 | $86,936+28.7% | $102,437+9.2% | $99,313+12.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.7%+28.3pp |
| Annual return | 13.90% | 14.99%-1.1pp | 24.95%-11.1pp | 17.67%-3.8pp |
| Employer contribution / active EE | $5,634 | $3,925+43.5% | $3,871+45.5% | $3,264+72.6% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,346-100.0% |
| Admin fee / account holder | $254 | $140+81.0% | $8,388-97.0% | $109+132.7% |