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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $85,266 |
Service code 27 35 E WACKER DR · CHICAGO, IL 606012310 | Advisory (Plan) | $10,086 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,428 | $50,812+20.9% | $155,602-60.5% | $77,692-20.9% |
| Participation rate | 76.9% | 63.1%+13.8pp | 78.2%-1.3pp | 70.6%+6.3pp |
| Annual return | 20.66% | 34.85%-14.2pp | 64.81%-44.1pp | 31.25%-10.6pp |
| Employer contribution / active EE | $2,279 | $1,989+14.6% | $4,675-51.3% | $2,726-16.4% |
| Participant deferral / active EE | $5,011 | $2,822+77.5% | $5,629-11.0% | $4,648+7.8% |
| Admin fee / account holder | $220 | $436-49.6% | $15,923-98.6% | $431-49.0% |