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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $132,394 |
WIPFLI LLP1 year Service code 27 · EIN 39-0758449 | Advisory (Plan) | $14,334 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,970 | $42,419-64.7% | $104,301-85.6% | $77,906-80.8% |
| Participation rate | 91.1% | 51.6%+39.6pp | 73.3%+17.9pp | 73.7%+17.4pp |
| Annual return | -6.12% | -11.16%+5.0pp | 24.61%-30.7pp | 12.16%-18.3pp |
| Employer contribution / active EE | $2,604 | $1,105+135.6% | $3,373-22.8% | $2,846-8.5% |
| Participant deferral / active EE | $4,383 | $1,992+120.1% | $4,626-5.2% | $4,805-8.8% |
| Admin fee / account holder | $138 | $117+17.2% | $7,340-98.1% | $133+3.7% |