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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FINANCIAL SOLUTIONS, LLC Service code 27 1900 AIRPORT RD. STE A · WAUKESHA, WI 531882478 | Advisory (Plan) | $21,593 |
Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Participant... | $645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,504 | $73,102-15.9% | $123,552-50.2% | $56,287+9.3% |
| Participation rate | 26.6% | 74.3%-47.7pp | 82.3%-55.7pp | 69.9%-43.2pp |
| Annual return | -5.45% | 3.01%-8.5pp | 119.20%-124.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,462 | $5,423-36.2% | $6,426-46.1% | $3,350+3.4% |
| Admin fee / account holder | $327 | $554-40.9% | $9,285-96.5% | $521-37.2% |