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| Provider | Service type | Compensation |
|---|---|---|
PAI3+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $8,124 |
RBC WEALTH MANAGEMENT1 year Service code 27 101 RIVER DR. N · GREAT FALLS, MT 59401 | Advisory (Plan) | $5,922 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,985 | $46,297-72.0% | $71,671-81.9% | $62,293-79.2% |
| Participation rate | 46.8% | 60.6%-13.8pp | 68.7%-21.9pp | 69.5%-22.7pp |
| Annual return | 16.06% | 22.32%-6.3pp | 20.65%-4.6pp | 28.90%-12.8pp |
| Employer contribution / active EE | $580 | $1,412-58.9% | $2,460-76.4% | $2,042-71.6% |
| Participant deferral / active EE | $1,053 | $2,235-52.9% | $3,438-69.4% | $3,169-66.8% |
| Admin fee / account holder | $131 | $461-71.6% | $5,558-97.6% | $479-72.7% |