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| Provider | Service type | Compensation |
|---|---|---|
PEGASUS PARTNERS LTD2+ years Filed as: PEGASUS PARTNERS, LTD. Service code 27 1501 W. MARKET ST. · MEQUON, WI 53092 | Advisory (Plan) | $42,279 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,025-100.0% | $219,466-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 32.7%-32.7pp | 44.6%-44.6pp | 12.6%-12.6pp |
| Annual return | 5.94% | 4.87%+1.1pp | 5.00%+0.9pp | 4.56%+1.4pp |
| Employer contribution / active EE | $5,655 | $14,613-61.3% | $35,918-84.3% | $15,526-63.6% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,874-100.0% | $13,204-100.0% | $1,711-100.0% |