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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 52-2114207 611 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Plan) | $47,019 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,188 | $79,181-50.5% | $102,423-61.7% | $74,429-47.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 16.54% | 54.97%-38.4pp | 29.42%-12.9pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $7,338 | $2,362+210.7% | $3,023+142.8% | $2,625+179.6% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $184 | $2,002-90.8% | $9,455-98.0% | $1,944-90.5% |