Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP3 years Service code 15 · EIN 39-0758499 | Recordkeeping | $3,389 |
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 | $25,482 | $52,722-51.7% | $90,461-71.8% | $73,412-65.3% |
| Participation rate | 74.6% | 67.7%+6.8pp | 72.7%+1.9pp | 72.2%+2.4pp |
| Annual return | 33.62% | 20.70%+12.9pp | 1294.76%-1261.1pp | 59.30%-25.7pp |
| Employer contribution / active EE | $2,021 | $1,872+8.0% | $3,264-38.1% | $2,234-9.5% |
| Participant deferral / active EE | $3,515 | $2,810+25.1% | $3,964-11.3% | $3,806-7.6% |
| Admin fee / account holder | $11 | $117-90.9% | $5,617-99.8% | $158-93.2% |