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.4+ years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $20,596 |
HUSCH BLACKWELL3 years Service code 29 · EIN 26-1688286 555 E WELLS STREET #1900 · MIWAUKEE, WI 53202 | Legal | $8,685 |
DENALI WEALTH MANAGEMENT4+ years Service code 15 · EIN 27-1701487 1325 W TOWNE SQUARE ROAD · MEQUON, WI 53092 | Recordkeeping | $8,000 |
REILLY, PENNER & BENTON LLP3 years Filed as: REILLY, PENNER & BENTON Service code 10 · EIN 39-0747409 1233 NORTH MAYFAIR ROAD · MILWAUKEE, WI 53226 | Accounting | $6,800 |
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 | $127,603 | $48,261+164.4% | $68,612+86.0% | $55,725+129.0% |
| Participation rate | 97.2% | 71.0%+26.2pp | 72.2%+25.0pp | 70.9%+26.3pp |
| Annual return | -4.90% | -2.61%-2.3pp | -4.63%-0.3pp | 244.93%-249.8pp |
| Employer contribution / active EE | $6,859 | $1,742+293.7% | $2,625+161.3% | $2,078+230.1% |
| Participant deferral / active EE | $7,298 | $2,712+169.1% | $3,311+120.4% | $3,356+117.5% |
| Admin fee / account holder | $126 | $1260% | $5,131-97.5% | $115+9.5% |