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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,586 |
STANCE CAPITAL2 years Filed as: STANCE CAPITAL LLC Service code 27 · EIN 81-5170907 | Advisory (Plan) | $30,586 |
Filed as: GREAT WEST LIFE & ANNUNITY INS Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $17,729 |
Filed as: CWM RETIREMENT PLAN SVC Service code 13 · EIN 27-2594403 | Contract Administrator | $11,066 |
RAPHAEL AND RAPHAEL LLP2 years Filed as: RAPHAEL AND RAPHAEL, LLP Service code 10 · EIN 04-2205126 | Accounting | $9,000 |
Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $5,550 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-0532243 | Investment Management | $987 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,728 | $104,336-91.6% | $159,474-94.5% | $86,821-89.9% |
| Participation rate | 89.0% | 77.7%+11.3pp | 82.8%+6.2pp | 72.3%+16.7pp |
| Annual return | 26.39% | 26.32%+0.1pp | 263.68%-237.3pp | 97.94%-71.6pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $2,178 | $6,837-68.2% | $7,353-70.4% | $4,132-47.3% |
| Admin fee / account holder | $118 | $172-31.2% | $10,802-98.9% | $170-30.2% |