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| Provider | Service type | Compensation |
|---|---|---|
ANNEX WEALTH MANAGEMENT LLC2 years Filed as: ANNEX WEALTH MANAGEMENT Service code 99 · EIN 68-0524298 12700 W. BLUEMOUND ROAD · ELM GROVE, WI 53122 | Other Fees | $0 |
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 | $54,252 | $59,186-8.3% | $76,766-29.3% | $56,287-3.6% |
| Participation rate | 98.9% | 75.2%+23.7pp | 77.0%+21.9pp | 69.9%+29.0pp |
| Annual return | -3.80% | 6.62%-10.4pp | 2.43%-6.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,874 | $1,759+6.6% | $2,485-24.6% | $2,111-11.2% |
| Participant deferral / active EE | $4,945 | $3,255+51.9% | $3,851+28.4% | $3,350+47.6% |
| Admin fee / account holder | $39 | $489-92.0% | $6,675-99.4% | $521-92.5% |