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.6+ years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 982902 · EL PASO, TX 79998 | Recordkeeping | $61,082 |
DENALI WEALTH MANAGEMENT6+ years Service code 15 · EIN 27-1701487 1325 W TOWNE SQUARE ROAD · MEQUON, WI 53092 | Recordkeeping | $8,000 |
REILLY, PENNER & BENTON LLP6+ years Filed as: REILLY PENNER & BENTON Service code 10 · EIN 39-0747409 1233 NORTH MAYFAIR ROAD · MILWAUKEE, WI 53214 | Accounting | $6,800 |
HUSCH BLACKWELL5 years Service code 29 · EIN 26-1688286 511 NORTH BROADWAY, SUITE 1100 · MILWAUKEE, WI 53202 | Legal | $4,895 |
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 | $172,800 | $61,473+181.1% | $81,726+111.4% | $73,412+135.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 17.96% | 28.26%-10.3pp | 29.49%-11.5pp | 59.30%-41.3pp |
| Employer contribution / active EE | $7,695 | $1,898+305.5% | $4,311+78.5% | $2,234+244.5% |
| Participant deferral / active EE | $8,437 | $3,080+173.9% | $7,108+18.7% | $3,806+121.7% |
| Admin fee / account holder | $143 | $125+13.7% | $5,160-97.2% | $158-9.6% |