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| Provider | Service type | Compensation |
|---|---|---|
PEGASUS PARTNERS LTD1+ years Filed as: PEGASUS PARTNERS, LTD. Service code 27 1501 W. MARKET ST. · MEQUON, WI 53092 | Advisory (Plan) | $41,618 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -5.50% | -2.03%-3.5pp | -2.01%-3.5pp | 2.81%-8.3pp |
| Employer contribution / active EE | $4,016 | $9,185-56.3% | $34,453-88.3% | $16,358-75.4% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |