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 |
|---|---|---|
FIRST WESTERN TRUST BANK4 years Filed as: FIRST WESTERN TRUST Service code 27 · EIN 42-0240142 | Advisory (Plan) | $50,442 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,653 |
Filed as: HUNTER BENEFITS CONSULTING GROUP, I Service code 49 | Other Services | $21,285 |
DWC CPAS ADVISORS1 year Filed as: DWC CPAS AND ADVISORS Service code 10 · EIN 84-0795096 | Accounting | $15,800 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 49 · EIN 36-4430093 | Other Services | $0 |
MORNINGSTAR2 years Filed as: MORNING INVESTMENT MANAGERMENT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,526 | $77,788+98.6% | $119,126+29.7% | $64,728+138.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 4.92% | 13.19%-8.3pp | 282.11%-277.2pp | 49.38%-44.5pp |
| Employer contribution / active EE | $7,781 | $4,031+93.0% | $4,034+92.9% | $2,243+247.0% |
| Participant deferral / active EE | $4,830 | $2,599+85.8% | $5,318-9.2% | $2,729+77.0% |
| Admin fee / account holder | $214 | $1,365-84.3% | $10,693-98.0% | $1,145-81.3% |