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 |
|---|---|---|
WILLIAMS BENEFIT CONSULTING, LLC4+ years Service code 13 · EIN 46-1499818 3835 E. LAKE CENTRE, STE 100 · QUINCY, IL 62305 | Contract Administrator | $11,113 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $3,462 |
GRAY HUNTER STENN LLP3 years Service code 10 · EIN 36-3077757 1200 HARGER ROAD, STE 521 · OAK BROOK, IL 60523 | Accounting | $2,827 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,691 | $56,443-63.3% | $83,831-75.3% | $55,725-62.9% |
| Participation rate | 77.6% | 72.0%+5.6pp | 76.1%+1.5pp | 70.9%+6.7pp |
| Annual return | -5.22% | 393.67%-398.9pp | 850.99%-856.2pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,516 | $2,682-43.5% | $3,631-58.2% | $2,078-27.0% |
| Participant deferral / active EE | $1,200 | $2,965-59.5% | $4,082-70.6% | $3,356-64.2% |
| Admin fee / account holder | $69 | $156-55.7% | $5,479-98.7% | $115-39.9% |