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 |
|---|---|---|
JOHN F. DASCOLI, PLLC3+ years Filed as: JOHN DASCOLI Service code 22 · EIN 20-5780253 | Insurance Broker | $0 |
Filed as: OAKBROOK INVESTMENTS Service code 52 · EIN 36-4211742 | Indirect Investment Fees | $0 |
STANDARD VALUATIONS1 year Service code 17 · EIN 41-1327339 | Pension Consulting | $0 |
SUTTLE & STALNAKER, PLLC3+ years Service code 10 · EIN 55-0538163 | Accounting | $0 |
Filed as: TRAVELERS CASUALTY & SURETY CO Service code 19 · EIN 06-6033504 | Securities Custodian | $0 |
Filed as: UNITED BANK Service code 21 · EIN 54-1071198 | Bank Trustee | $0 |
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,638 | $60,545+6.8% | $92,240-29.9% | $69,631-7.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 13.33% | 19.71%-6.4pp | 176.29%-163.0pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $6,228 | $2,633+136.5% | $3,680+69.3% | $2,032+206.5% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $297 | $145+105.3% | $5,194-94.3% | $110+169.1% |