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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP3+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $3,574 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $226 |
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 | $53,618 | $77,816-31.1% | $123,549-56.6% | $64,181-16.5% |
| Participation rate | 87.2% | 74.7%+12.5pp | 82.3%+4.9pp | 69.6%+17.6pp |
| Annual return | -7.98% | 12.49%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,546 | $3,014-48.7% | $4,628-66.6% | $2,381-35.1% |
| Participant deferral / active EE | $5,009 | $5,240-4.4% | $6,426-22.0% | $3,470+44.4% |
| Admin fee / account holder | $248 | $5,519-95.5% | $9,284-97.3% | $4,887-94.9% |