Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PAI4 years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $7,787 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $8,167 | $60,139-86.4% | $90,461-91.0% | $79,856-89.8% |
| Participation rate | 70.0% | 65.0%+5.0pp | 72.7%-2.7pp | 69.6%+0.4pp |
| Annual return | 2.43% | 71.96%-69.5pp | 1294.76%-1292.3pp | 31.71%-29.3pp |
| Employer contribution / active EE | $941 | $2,069-54.5% | $3,264-71.2% | $2,471-61.9% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $72 | $3,978-98.2% | $5,617-98.7% | $5,306-98.6% |