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: OPER PLASTERS AND CEMENT MASONS 497 Service code 99 2901 WEST BELTLINE HIGHWAY STE 100 · MADISON, WI 53713 | Other Fees | $23,847 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,157 |
BENEFIT PLAN ADMINISTRATORS3+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 11270 WEST PARK PLACE STE 950 · MILWAUKEE, WI 53224 | Plan Administrator | $10,089 |
Filed as: EMPOWERMENT RETIREMENT Service code 28 PO BOX 1800 · DENVER, CO 80201 | Investment Management | $8,871 |
SCHENCK SC3+ years Service code 10 · EIN 39-1173131 200 E WASHINGTON ST · APPLETON, WI 54911 | Accounting | $7,726 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,617 | $55,449-79.0% | $83,831-86.1% | $56,289-79.4% |
| Participation rate | 91.5% | 68.0%+23.5pp | 76.1%+15.4pp | 69.9%+21.6pp |
| Annual return | 7.56% | -1.38%+8.9pp | 850.99%-843.4pp | -9.96%+17.5pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $322 | $2,935-89.0% | $4,082-92.1% | $3,350-90.4% |
| Admin fee / account holder | $182 | $656-72.2% | $5,479-96.7% | $521-65.0% |