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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $70,068 |
Service code 27 35 E WACKER DR · CHICAGO, IL 606012310 | Advisory (Plan) | $7,537 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,118 | $47,135+8.4% | $149,717-65.9% | $74,440-31.3% |
| Participation rate | 72.2% | 63.4%+8.8pp | 78.8%-6.6pp | 70.7%+1.4pp |
| Annual return | 20.20% | 22.75%-2.6pp | 134.41%-114.2pp | 34.37%-14.2pp |
| Employer contribution / active EE | $2,019 | $1,906+5.9% | $4,820-58.1% | $2,638-23.5% |
| Participant deferral / active EE | $4,351 | $2,728+59.5% | $5,682-23.4% | $4,529-3.9% |
| Admin fee / account holder | $190 | $343-44.5% | $13,213-98.6% | $348-45.3% |