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| Provider | Service type | Compensation |
|---|---|---|
PAI2 years Service code 13 1300 ENTERPRISE DR · DE PERE, WI 54115 | Contract Administrator | $11,656 |
PAI3 years Filed as: PAI TRUST Service code 19 3904 W. TECHNOLOGY CIRCLE · SIOUX FALLS, SD 57106 | Securities Custodian | $8,672 |
PEACHTREE CAPITAL2 years Filed as: PEACHTREE WEALTH STRATEGIES Service code 27 3580 PIERCE DR NE STE 100 · CHAMBLEE, GA 30341 | Advisory (Plan) | $7,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,849 | $63,442-76.6% | $68,794-78.4% | $66,930-77.8% |
| Participation rate | 62.8% | 60.0%+2.9pp | 69.0%-6.2pp | 69.8%-7.0pp |
| Annual return | -5.27% | -8.29%+3.0pp | -6.37%+1.1pp | 1.57%-6.8pp |
| Employer contribution / active EE | $781 | $1,775-56.0% | $2,656-70.6% | $2,545-69.3% |
| Participant deferral / active EE | $3,494 | $2,945+18.7% | $3,941-11.4% | $4,238-17.6% |
| Admin fee / account holder | $127 | $577-78.1% | $4,934-97.4% | $593-78.7% |