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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP5 years Service code 15 · EIN 39-0758499 | Recordkeeping | $17,628 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,460 | $47,766-48.8% | $82,763-70.4% | $64,824-62.3% |
| Participation rate | 79.4% | 67.7%+11.7pp | 72.6%+6.8pp | 71.5%+7.9pp |
| Annual return | -9.28% | -13.06%+3.8pp | 702.45%-711.7pp | 32.84%-42.1pp |
| Employer contribution / active EE | $2,435 | $2,182+11.6% | $3,008-19.1% | $2,507-2.9% |
| Participant deferral / active EE | $4,230 | $3,332+26.9% | $4,395-3.8% | $4,311-1.9% |
| Admin fee / account holder | $31 | $143-78.4% | $5,325-99.4% | $188-83.6% |