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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP3 years Service code 10 · EIN 39-0758449 | Accounting | $44,687 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,922 |
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 | $176,473 | $47,977+267.8% | $154,111+14.5% | $56,287+213.5% |
| Participation rate | 89.2% | 66.2%+23.0pp | 83.0%+6.1pp | 69.9%+19.3pp |
| Annual return | -4.48% | 3.54%-8.0pp | 735.18%-739.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $8,151 | $2,169+275.8% | $5,298+53.9% | $2,111+286.1% |
| Participant deferral / active EE | $6,425 | $2,392+168.6% | $5,081+26.5% | $3,350+91.8% |
| Admin fee / account holder | $268 | $438-38.7% | $13,411-98.0% | $521-48.5% |