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 |
|---|---|---|
COMMERCE BANK3+ years Service code 19 · EIN 43-0356370 | Securities Custodian | $121,372 |
GREAT LAKES ADVISORS, LLC3+ years Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $58,102 |
ZIEGLER CAPITAL MANAGEMENT, LLC3+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 70 WEST MADISON STREET, SUITE 2400 · CHICAGO, IL 60602 | Investment Management | $55,566 |
ANDERS MINKLER HUBER & HELM LLP3+ years Service code 10 · EIN 43-0831507 | Accounting | $36,050 |
HARTNETT REYES-JONES, LLC3+ years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 | Legal | $32,640 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
NEWTOWER TRUST COMPANY2 years Service code 21 · EIN 30-0872552 | Bank Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,816 | $221,442-67.1% | $92,240-21.1% | $77,958-6.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 11.38% | 15.65%-4.3pp | 176.29%-164.9pp | 20.87%-9.5pp |
| Employer contribution / active EE | $4,460 | $3,226+38.2% | $3,680+21.2% | $2,310+93.0% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $131 | $210-37.3% | $5,194-97.5% | $97+35.0% |