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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP2+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $5,250 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $176 |
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 | $55,471 | $85,766-35.3% | $136,298-59.3% | $70,126-20.9% |
| Participation rate | 89.9% | 74.2%+15.7pp | 81.9%+8.0pp | 69.5%+20.3pp |
| Annual return | 19.53% | 31.46%-11.9pp | 5156.27%-5136.7pp | 73.15%-53.6pp |
| Employer contribution / active EE | $1,467 | $2,966-50.5% | $4,696-68.7% | $2,343-37.4% |
| Participant deferral / active EE | $4,601 | $5,051-8.9% | $6,247-26.3% | $3,332+38.1% |
| Admin fee / account holder | $298 | $5,421-94.5% | $9,244-96.8% | $4,645-93.6% |