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 |
|---|---|---|
MERCER4+ years Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $75,000 |
CYGAN HAYES LTD.4+ years Service code 10 · EIN 36-3332152 | Accounting | $54,754 |
TERRY A ROCCO4+ years Service code 14 · EIN 36-6940923 660 N INDUSTRIAL DR 201 · ELMHURST, IL 60126 | Plan Administrator | $29,608 |
Filed as: BAUM, SIGMAN, AUERBACH, & NEUMAN Service code 29 · EIN 36-2744057 | Legal | $10,773 |
CHUBB2 years Filed as: CHUBB & SONS Service code 22 · EIN 13-5679031 | Insurance Broker | $9,450 |
BENESYS, INC.3 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $6,466 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1975125 | Actuarial | $5,604 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,403 | $66,051+3.6% | $92,915-26.4% | $77,775-12.0% |
| Participation rate | 58.9% | 81.0%-22.1pp | 76.0%-17.1pp | 73.2%-14.3pp |
| Annual return | 5.46% | 20.69%-15.2pp | 109.45%-104.0pp | 32.58%-27.1pp |
| Employer contribution / active EE | $3,261 | $3,426-4.8% | $3,653-10.7% | $2,504+30.2% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $159 | $148+7.9% | $5,796-97.2% | $100+59.4% |