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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP1+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $5,250 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $306 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $15,178 | $76,551-80.2% | $123,894-87.7% | $62,881-75.9% |
| Participation rate | 86.3% | 73.0%+13.3pp | 81.4%+4.9pp | 69.3%+17.0pp |
| Annual return | -63.16% | 18.68%-81.8pp | 47.52%-110.7pp | 20.14%-83.3pp |
| Employer contribution / active EE | $2,713 | $2,882-5.9% | $4,617-41.2% | $2,281+18.9% |
| Participant deferral / active EE | $8,808 | $4,840+82.0% | $5,984+47.2% | $3,203+175.0% |
| Admin fee / account holder | $139 | $4,826-97.1% | $8,357-98.3% | $4,296-96.8% |