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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 | $17,559 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,050 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,254 | $80,177-37.3% | $123,894-59.4% | $57,658-12.8% |
| Participation rate | 77.1% | 74.4%+2.6pp | 81.4%-4.3pp | 70.2%+6.9pp |
| Annual return | 22.86% | 17.90%+5.0pp | 47.52%-24.7pp | 5.13%+17.7pp |
| Employer contribution / active EE | $1,078 | $2,913-63.0% | $4,617-76.6% | $1,974-45.4% |
| Participant deferral / active EE | $2,933 | $5,130-42.8% | $5,984-51.0% | $3,061-4.2% |
| Admin fee / account holder | $4 | $106-96.4% | $8,357-100.0% | $95-95.9% |