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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $11,832 |
HUSCH BLACKWELL1 year Service code 29 · EIN 26-1688286 555 EAST WELLS STREET · MILWAUKEE, WI 53202 | Legal | $8,727 |
DENALI WEALTH MANAGEMENT2+ years Service code 15 · EIN 27-1701487 4425 N PORT WASHINGTON ROAD · MILWAUKEE, WI 53212 | Recordkeeping | $8,500 |
Filed as: REILLY, PENNER & BENTON Service code 10 · EIN 39-0747409 1233 NORTH MAYFAIR ROAD · MILWAUKEE, WI 53226 | Accounting | $6,500 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,778 | $50,106+145.0% | $69,779+76.0% | $57,658+112.9% |
| Participation rate | 96.8% | 70.9%+26.0pp | 71.8%+25.0pp | 70.2%+26.6pp |
| Annual return | 8.90% | 14.58%-5.7pp | 12.99%-4.1pp | 5.13%+3.8pp |
| Employer contribution / active EE | $6,902 | $1,739+296.8% | $2,338+195.2% | $1,974+249.7% |
| Participant deferral / active EE | $6,646 | $2,486+167.4% | $2,931+126.8% | $3,061+117.1% |
| Admin fee / account holder | $99 | $89+10.5% | $4,381-97.8% | $95+4.3% |