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 19 · EIN 06-1050034 | Securities Custodian | $108,836 |
CALIBRE CPA GROUP PLLC8+ years Service code 10 · EIN 47-0900880 230 W. MONROE ST. SUITE 310 · CHICAGO, IL 60606 | Accounting | $16,800 |
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 70 · EIN 36-3485298 180 NORTH LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $14,040 |
ARNOLD & KADJAN8+ years Service code 29 · EIN 36-2498571 35 EAST WACKER DRIVE, SUITE 600 · CHICAGO, IL 60601 | Legal | $12,867 |
HUNT INSURANCE AGENCY, INC.5 years Filed as: HUNT INSURANCE AGENCY, INC Service code 53 | Insurance Commissions | $7,930 |
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 | $168,171 | $88,479+90.1% | $96,543+74.2% | $80,187+109.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 1.67% | 22.53%-20.9pp | 35.75%-34.1pp | 40.40%-38.7pp |
| Employer contribution / active EE | $9,308 | $4,177+122.9% | $3,741+148.8% | $2,980+212.4% |
| Participant deferral / active EE | $53 | $3,961-98.7% | $4,880-98.9% | $5,016-99.0% |
| Admin fee / account holder | $124 | $211-41.2% | $6,737-98.2% | $145-14.3% |