Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ACUMEN WEALTH ADVISORS1 year Filed as: ACUMEN ADVISORY SERVICES, LLC Service code 25 PO BOX 386 · MUSKEGO, WI 53150 | Directed Trustee | $18,000 |
Service code 10 1221 JOHN HAMMONS DR · MADISON, WI 53717 | Accounting | $12,500 |
RESONANT CAPITAL ADVISORS2 years Service code 27 33 E MAIN ST · MADISON, WI 53703 | Advisory (Plan) | $5,438 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,379 | $173,340-79.6% | $136,007-74.0% | $145,959-75.8% |
| Participation rate | 0.0% | 80.5%-80.5pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 4.38% | 1163.32%-1158.9pp | 579.32%-574.9pp | 561.95%-557.6pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,215-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $8,699-100.0% | $7,024-100.0% | $6,689-100.0% |
| Admin fee / account holder | $240 | $9,954-97.6% | $6,858-96.5% | $13,398-98.2% |