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: GRAYSTONE CONSULTING Service code 99 111 N WASHINGTON ST · GREEN BAY, WI 54301 | Other Fees | $66,311 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $55,315 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,696 | $69,231-8.0% | $91,994-30.8% | $67,582-5.7% |
| Participation rate | 99.2% | 78.9%+20.3pp | 78.6%+20.6pp | 71.3%+27.9pp |
| Annual return | 24.42% | 32.03%-7.6pp | 69.04%-44.6pp | 378.57%-354.2pp |
| Employer contribution / active EE | $3,083 | $2,284+35.0% | $3,453-10.7% | $2,148+43.6% |
| Participant deferral / active EE | $4,191 | $5,854-28.4% | $5,924-29.2% | $3,539+18.4% |
| Admin fee / account holder | $118 | $107+9.6% | $7,744-98.5% | $142-17.3% |