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 |
|---|---|---|
HUSCH BLACKWELL4 years Service code 29 · EIN 26-1688286 555 E WELLS STREET #1900 · MILWAUKEE, WI 53202 | Legal | $21,191 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $13,640 |
DENALI WEALTH MANAGEMENT5+ years Service code 15 · EIN 27-1701487 1325 W TOWNE SQUARE ROAD · MEQUON, WI 53092 | Recordkeeping | $8,000 |
REILLY, PENNER & BENTON LLP4 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 | $151,982 | $55,790+172.4% | $76,667+98.2% | $67,582+124.9% |
| Participation rate | 97.6% | 71.1%+26.5pp | 72.1%+25.5pp | 71.3%+26.3pp |
| Annual return | 23.22% | 64.45%-41.2pp | 1166.74%-1143.5pp | 378.57%-355.3pp |
| Employer contribution / active EE | $7,176 | $1,810+296.4% | $2,303+211.6% | $2,148+234.1% |
| Participant deferral / active EE | $7,550 | $2,875+162.6% | $3,336+126.3% | $3,539+113.3% |
| Admin fee / account holder | $147 | $159-7.6% | $6,423-97.7% | $142+3.3% |