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: PRINCIPAL Service code 15 · EIN 39-1761679 | Recordkeeping | $308,727 |
REINHART BOERNER VAN DEUREN S.C.9+ years Filed as: REINHART, BOERNER, VAN DEUREN, ETC Service code 29 · EIN 39-1126909 | Legal | $80,735 |
ANDCO CONSULTING4 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $29,000 |
BAUMAN ASSOCIATES9+ years Service code 10 · EIN 39-1277627 | Accounting | $21,455 |
UNION INSURANCE GROUP8 years Service code 23 | Insurance services | $17,834 |
WEEBF1 year Service code 10 | Accounting | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,532 | $88,479+152.6% | $96,543+131.5% | $80,187+178.8% |
| Participation rate | 93.1% | 79.9%+13.2pp | 74.3%+18.8pp | 72.9%+20.2pp |
| Annual return | 20.85% | 22.53%-1.7pp | 35.75%-14.9pp | 40.40%-19.5pp |
| Employer contribution / active EE | $10,588 | $4,177+153.5% | $3,741+183.1% | $2,980+255.3% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $355 | $211+67.8% | $6,737-94.7% | $145+144.7% |