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 |
|---|---|---|
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 230 W. MONROE ST. SUITE 310 · CHICAGO, IL 60606 | Accounting | $15,750 |
ARNOLD & KADJAN3+ years Service code 29 · EIN 36-2498571 203 N LASALLE ST · CHICAGO, IL 60601 | Legal | $15,347 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 70 · EIN 36-3485298 180 NORTH LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $15,000 |
Filed as: RICHARD J WOLF & CO INC Service code 10 · EIN 36-3182363 PO BOX 591 · PALOS PARK, IL 60464 | Accounting | $5,806 |
BANSLEY AND KIENER, LLP2 years Filed as: BANSLEY & KIENER Service code 10 · EIN 36-2152389 | Accounting | $5,534 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,079 | $82,546+44.3% | $140,019-15.0% | $75,289+58.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 8.11% | -0.36%+8.5pp | 651.19%-643.1pp | -0.04%+8.1pp |
| Employer contribution / active EE | $6,540 | $3,856+69.6% | $5,605+16.7% | $2,405+172.0% |
| Participant deferral / active EE | $33 | $5,731-99.4% | $6,927-99.5% | $3,739-99.1% |
| Admin fee / account holder | $44 | $86-48.9% | $10,705-99.6% | $102-57.2% |