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 |
|---|---|---|
BENEFIT SERVICES GROUP, INC.6+ years Filed as: THE BENEFIT SERVICES GROUP Service code 14 · EIN 39-1593551 | Plan Administrator | $40,037 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $9,050 |
THE PREVIANT LAW FIRM, S.C.6+ years Filed as: THE PREVIANT LAW FIRM Service code 16 310 WEST WISCONSIN AVE · MILWAUKEE, WI 53203 | Consulting | $7,688 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,670 | $29,369-87.5% | $77,513-95.3% | $73,412-95.0% |
| Participation rate | 100.0% | 37.9%+62.1pp | 54.2%+45.8pp | 72.2%+27.8pp |
| Annual return | -0.63% | 358.15%-358.8pp | 54.81%-55.4pp | 59.30%-59.9pp |
| Employer contribution / active EE | $393 | $406-3.1% | $987-60.1% | $2,234-82.4% |
| Participant deferral / active EE | $0 | $941-100.0% | $1,861-100.0% | $3,806-100.0% |
| Admin fee / account holder | $121 | $123-1.3% | $2,859-95.8% | $158-23.3% |