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 15 711 HIGH ST. · DES MOINES, IA 50392 | Recordkeeping | $97,107 |
NOVAK BIRKS, P.C.10+ years Service code 10 · EIN 43-1122456 | Accounting | $27,718 |
Filed as: STRATEGIC CAPITAL Service code 27 700 E. BUTTERFIELD ROAD · LOMBARD, IL 60148 | Advisory (Plan) | $21,750 |
THE SEGAL COMPANY1 year Filed as: SEGAL INSURANCE Service code 23 101 N WACKER DR. STE 500 · CHICAGO, IL 60606 | Insurance services | $7,244 |
SPENCER FANE LLP10+ years Filed as: SPENCER FANE BRITT & BROWNE LLP Service code 29 · EIN 44-0561981 | Legal | $6,329 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,602 | $83,023-35.4% | $102,437-47.7% | $77,762-31.1% |
| Participation rate | 93.7% | 71.5%+22.1pp | 74.5%+19.2pp | 70.6%+23.1pp |
| Annual return | 11.38% | 19.12%-7.7pp | 24.95%-13.6pp | 31.27%-19.9pp |
| Employer contribution / active EE | $1,442 | $3,552-59.4% | $3,871-62.8% | $2,728-47.2% |
| Participant deferral / active EE | $1,704 | $4,110-58.6% | $5,060-66.3% | $4,651-63.4% |
| Admin fee / account holder | $237 | $639-62.9% | $8,388-97.2% | $433-45.2% |