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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 52-2114207 611 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Plan) | $26,976 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,133 | $59,186-55.8% | $76,768-66.0% | $56,287-53.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 4.04% | 6.62%-2.6pp | 2.43%+1.6pp | -9.96%+14.0pp |
| Employer contribution / active EE | $5,486 | $1,759+212.0% | $2,485+120.8% | $2,111+159.9% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $149 | $489-69.5% | $6,675-97.8% | $521-71.4% |