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 |
|---|---|---|
MCGANN KETTERMAN & RIOUX2 years Filed as: MCGANN, KETTERMAN & RIOUX Service code 29 111 E. WACKER DRIVE STE 2600 · CHICAGO, IL 60601 | Legal | $29,220 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $23,380 |
Service code 29 6140 JOLIET ROAD · COUNTRYSIDE, IL 60525 | Legal | $13,856 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $10,000 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $5,281 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,370 | $52,155-62.9% | $101,275-80.9% | $106,273-81.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 5.51% | 13.07%-7.6pp | 46.46%-41.0pp | 21.70%-16.2pp |
| Employer contribution / active EE | $3,327 | $3,414-2.5% | $3,660-9.1% | $2,722+22.2% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $14 | $102-86.1% | $5,948-99.8% | $78-81.9% |