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 |
|---|---|---|
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART PARTNERS Service code 28 · EIN 39-1711628 | Investment Management | $92,876 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $36,929 |
COMERICA BANK1+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $23,277 |
LWBJ, LLP1+ years Service code 10 · EIN 42-1462849 | Accounting | $22,600 |
ARNOLD & KADJAN1+ years Filed as: ARNOLD, NEWBOLD, WINTER, JACKSON,PC Service code 29 · EIN 43-1174269 | Legal | $21,786 |
EMPLOYEE FRINGES AUDIT COMPANY1+ years Service code 10 · EIN 42-1122328 | Accounting | $14,300 |
BENEFITS MANAGEMENT GROUP, INC.1+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 14 · EIN 20-0188125 | Plan Administrator | $13,000 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $11,949 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,029 | $75,760-43.2% | $123,105-65.0% | $59,188-27.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | 1.17% | 2.93%-1.8pp | 13.22%-12.1pp | 5.51%-4.3pp |
| Employer contribution / active EE | $1,657 | $3,415-51.5% | $5,151-67.8% | $2,098-21.0% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $158 | $61+160.3% | $9,014-98.2% | $92+71.4% |