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.5+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $254,502 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $114,282 |
DEARBORN PARTNERS3 years Filed as: DEARBORN PARTNERS LLC Service code 28 200 WEST MADISON STREET SUITE 1950 · CHICAGO, IL 60606 | Investment Management | $71,105 |
WILSON-MCSHANE CORPORATION5+ years Service code 10 · EIN 41-0956552 | Accounting | $41,900 |
Filed as: MCGRANN SHEA CARNIVAL STRAUGHN Service code 29 · EIN 41-1654544 | Legal | $35,266 |
LEGACY PROFESSIONALS LLP4 years Service code 10 · EIN 32-0043599 | Accounting | $15,500 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $9,113 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,171 | $88,770-19.8% | $109,191-34.8% | $93,010-23.5% |
| Participation rate | 99.2% | 81.5%+17.7pp | 75.9%+23.3pp | 73.9%+25.3pp |
| Annual return | 23.34% | 60.64%-37.3pp | 25.76%-2.4pp | 158.70%-135.4pp |
| Employer contribution / active EE | $5,023 | $3,780+32.9% | $3,723+34.9% | $2,705+85.7% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $165 | $172-4.0% | $6,756-97.6% | $152+9.0% |