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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 52-2114207 611 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Plan) | $22,649 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,242 | $60,165-64.7% | $74,184-71.4% | $55,167-61.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.25% | 10.00%-2.8pp | 17.74%-10.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $4,675 | $1,600+192.3% | $2,370+97.3% | $1,963+138.2% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $178 | $419-57.6% | $5,586-96.8% | $504-64.7% |