Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $284,533 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $127,569 |
DEARBORN PARTNERS LLC7 years Service code 28 · EIN 36-4145621 | Investment Management | $72,009 |
WILSON-MCSHANE CORPORATION9+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $47,713 |
Service code 29 · EIN 34-4439491 | Legal | $37,309 |
LEGACY PROFESSIONALS LLP8 years Service code 10 · EIN 32-0043599 | Accounting | $17,750 |
MATRIX TRUST COMPANY8 years Service code 19 · EIN 75-3182674 | Securities Custodian | $8,884 |
FRSECURE3 years Filed as: FR SECURE LLC Service code 16 · EIN 26-3547185 | Consulting | $7,880 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,930 | $105,028-29.6% | $107,187-31.0% | $100,573-26.5% |
| Participation rate | 99.6% | 81.2%+18.4pp | 75.0%+24.6pp | 70.9%+28.6pp |
| Annual return | 7.10% | 10.61%-3.5pp | 204.55%-197.5pp | 18.89%-11.8pp |
| Employer contribution / active EE | $6,216 | $5,641+10.2% | $3,782+64.4% | $3,763+65.2% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $176 | $355-50.4% | $9,162-98.1% | $454-61.2% |