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 LLP6 years Service code 15 · EIN 39-0758499 | Recordkeeping | $26,362 |
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 | $32,705 | $52,188-37.3% | $86,656-62.3% | $74,473-56.1% |
| Participation rate | 85.9% | 66.3%+19.6pp | 71.7%+14.2pp | 70.7%+15.2pp |
| Annual return | 25.64% | 44.46%-18.8pp | 593.09%-567.5pp | 34.36%-8.7pp |
| Employer contribution / active EE | $3,426 | $2,282+50.1% | $3,025+13.2% | $2,638+29.8% |
| Participant deferral / active EE | $5,080 | $3,383+50.2% | $4,439+14.4% | $4,530+12.1% |
| Admin fee / account holder | $41 | $319-87.2% | $5,619-99.3% | $347-88.2% |