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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PACKERLAND BROKERAGE SERVICES INC. Service code 55 432 SECURITY BOULEVARD · GREEN BAY, WI 54313 | Other Commissions | $9,978 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $900 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $41,904 | $75,183-44.3% | $123,894-66.2% | $55,167-24.0% |
| Participation rate | 87.7% | 72.8%+14.9pp | 81.4%+6.3pp | 69.0%+18.8pp |
| Annual return | 17.02% | 19.01%-2.0pp | 47.52%-30.5pp | 169.23%-152.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $4 | $663-99.3% | $8,357-99.9% | $504-99.1% |