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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $110,615 |
EMPLOYEE FIDUCIARY, LLC4 years Filed as: EMPLOYEE 2 Service code 30 · EIN 43-1240518 | Employee (plan); Direct payment from ... | $94,555 |
EMPLOYEE FIDUCIARY, LLC4 years Filed as: EMPLOYEE 1 Service code 30 · EIN 43-1240518 | Employee (plan); Direct payment from ... | $74,673 |
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $34,116 |
EKON BENEFITS10+ years Service code 11 · EIN 43-1317863 | Actuarial | $32,700 |
CONGRESS ASSET MANAGEMENT4 years Service code 27 · EIN 04-2848965 | Advisory (Plan) | $25,588 |
ROMOLO & ASSOCIATES3 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $22,469 |
ENTERPRISE BANK & TRUST4 years Filed as: ENTERPRISE TRUST Service code 19 · EIN 43-1472619 | Securities Custodian | $15,070 |
HAMMOND AND SHINNERS, P.C.3 years Filed as: HAMMOND & SHINNERS, PC Service code 27 · EIN 43-1429257 | Advisory (Plan) | $8,970 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES, LL Service code 28 · EIN 20-0292745 | Investment Management | $6,757 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $178,317-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 2.1%-2.1pp |
| Annual return | 11.04% | 13.02%-2.0pp | 9.57%+1.5pp | 9.16%+1.9pp |
| Employer contribution / active EE | $14,001 | $13,807+1.4% | $26,706-47.6% | $19,955-29.8% |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,620-100.0% | $200-100.0% |