Filed November 9, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP1+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $8,500 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,650 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,976 | $31,109-32.6% | $67,704-69.0% | $52,331-59.9% |
| Participation rate | 45.8% | 54.0%-8.2pp | 67.5%-21.7pp | 68.1%-22.3pp |
| Annual return | -0.22% | 23.70%-23.9pp | 25.41%-25.6pp | 4.54%-4.8pp |
| Employer contribution / active EE | $960 | $1,076-10.7% | $2,559-62.5% | $1,882-49.0% |
| Participant deferral / active EE | $1,679 | $1,970-14.8% | $3,585-53.2% | $3,022-44.4% |
| Admin fee / account holder | $75 | $466-84.0% | $4,255-98.2% | $592-87.4% |