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: EMPOWER ANNUITY INSURANCE COMPANY Service code 19 · EIN 06-1050034 | Securities Custodian | $105,773 |
THE SEGAL COMPANY5 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 333 W 34TH ST · NEW YORK, NY 10001 | Actuarial | $19,255 |
CALIBRE CPA GROUP PLLC9+ years Service code 10 · EIN 47-0900880 230 W. MONROE ST. SUITE 310 · CHICAGO, IL 60606 | Accounting | $16,800 |
ARNOLD & KADJAN9+ years Service code 29 · EIN 36-2498571 35 EAST WACKER DRIVE, SUITE 600 · CHICAGO, IL 60601 | Legal | $15,538 |
MARQUETTE ASSOCIATES9+ 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 |
Filed as: BRIDGEWAY TECHNOLOGIES Service code 99 · EIN 52-1796473 | Other Fees | $12,757 |
HUNT INSURANCE AGENCY, INC.6 years Filed as: HUNT INSURANCE AGENCY, INC Service code 53 · EIN 36-2730032 12000 HARLEM DR · PALOS HEIGHTS, IL 60463 | Insurance Commissions | $7,591 |
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 | $191,040 | $241,850-21.0% | $102,437+86.5% | $200,096-4.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 15.76% | 17.67%-1.9pp | 24.95%-9.2pp | 34.26%-18.5pp |
| Employer contribution / active EE | $9,927 | $4,253+133.4% | $3,871+156.5% | $3,038+226.8% |
| Participant deferral / active EE | $93 | $3,961-97.6% | $5,060-98.2% | $5,090-98.2% |
| Admin fee / account holder | $137 | $288-52.4% | $8,388-98.4% | $269-49.1% |