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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $37,879 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. Service code 19 777 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Securities Custodian | $21,707 |
HEALTHSCOPE BENEFITS1 year Service code 13 · EIN 71-0847266 | Contract Administrator | $16,330 |
STEVEN D. STONE4 years Service code 13 · EIN 06-1568732 | Contract Administrator | $11,985 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 19 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Securities Custodian | $8,767 |
FRUSH & ASSOCIATES, INC.5+ years Service code 10 · EIN 31-1308134 | Accounting | $7,000 |
W&W ACTUARIAL SERVICES, INC.4 years Filed as: W & W ACTUARIAL SERVICES Service code 15 · EIN 23-2655612 | Recordkeeping | $6,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,869 | $66,650-71.7% | $92,915-79.7% | $67,582-72.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 20.16% | 92.64%-72.5pp | 109.45%-89.3pp | 378.57%-358.4pp |
| Employer contribution / active EE | $2,094 | $2,777-24.6% | $3,653-42.7% | $2,148-2.5% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $249 | $199+25.0% | $5,796-95.7% | $142+74.8% |