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 |
|---|---|---|
LEGACY PROFESSIONALS LLP7 years Service code 10 · EIN 32-0043599 | Accounting | $38,268 |
Service code 29 6141 JOLIET ROAD · COUNTRYSIDE, IL 60525 | Legal | $25,460 |
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-2647786 | Contract Administrator | $24,644 |
M.O.E. IT SERVICE CORP.8 years Service code 49 · EIN 84-1717287 | Other Services | $17,090 |
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $15,000 |
MCGANN KETTERMAN & RIOUX6 years Filed as: MCGANN, KETTERMAN & RIOUX Service code 29 111 E. WACKER DRIVE STE 2600 · CHICAGO, IL 60601 | Legal | $9,319 |
BOND BROTHERS1 year Service code 36 7826 47TH STREET · LYONS, IL 60534 | Copying and duplicating | $5,444 |
THE SEGAL COMPANY1 year Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $5,146 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,614 | $63,356-39.1% | $102,437-62.3% | $106,553-63.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.8%+30.2pp |
| Annual return | 20.12% | 14.77%+5.3pp | 24.95%-4.8pp | 17.37%+2.7pp |
| Employer contribution / active EE | $4,247 | $4,310-1.5% | $3,871+9.7% | $3,359+26.5% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $28 | $110-74.2% | $8,388-99.7% | $80-64.3% |