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: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 28 · EIN 06-1050034 | Investment Management | $134,563 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 70 · EIN 36-3485298 180 NORTH LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $16,800 |
CALIBRE CPA GROUP PLLC4+ years Service code 10 · EIN 47-0900880 230 W. MONROE ST. SUITE 310 · CHICAGO, IL 60606 | Accounting | $15,794 |
ARNOLD & KADJAN4+ years Service code 29 · EIN 36-2498571 35 EAST WACKER DRIVE, SUITE 600 · CHICAGO, IL 60601 | Legal | $13,569 |
Filed as: HUNT INSURANCE AGENCY, INC Service code 53 · EIN 36-2730032 12000 HARLEM DR · PALOS HEIGHTS, IL 60463 | Insurance Commissions | $7,781 |
BANSLEY AND KIENER, LLP3 years Filed as: BANSLEY & KIENER Service code 10 · EIN 36-2152389 | Accounting | $7,441 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $0 | $95,776-100.0% | $162,185-100.0% | $77,775-100.0% |
| Participation rate | 0.0% | 88.6%-88.6pp | 87.6%-87.6pp | 73.2%-73.2pp |
| Annual return | 1.92% | 37.03%-35.1pp | 115.61%-113.7pp | 32.58%-30.7pp |
| Employer contribution / active EE | $6,462 | $3,874+66.8% | $5,613+15.1% | $2,504+158.1% |
| Participant deferral / active EE | $30 | $6,125-99.5% | $7,297-99.6% | $3,966-99.3% |
| Admin fee / account holder | $0 | $88-100.0% | $10,844-100.0% | $100-100.0% |