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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP4 years Service code 15 · EIN 39-0758499 | Recordkeeping | $6,002 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,593 | $58,344-47.6% | $98,483-68.9% | $86,821-64.8% |
| Participation rate | 70.1% | 68.4%+1.7pp | 73.3%-3.3pp | 72.3%-2.2pp |
| Annual return | 31.45% | 43.47%-12.0pp | 1494.38%-1462.9pp | 97.94%-66.5pp |
| Employer contribution / active EE | $2,188 | $2,008+9.0% | $2,961-26.1% | $2,406-9.1% |
| Participant deferral / active EE | $3,879 | $3,156+22.9% | $4,276-9.3% | $4,132-6.1% |
| Admin fee / account holder | $14 | $138-89.6% | $5,953-99.8% | $170-91.6% |