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| Provider | Service type | Compensation |
|---|---|---|
PAI1 year Service code 13 1201 ENTERPRISE DR · DE PERE, WI 54115 | Contract Administrator | $10,352 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,820 | $59,111-90.2% | $86,451-93.3% | $68,490-91.5% |
| Participation rate | 71.4% | 75.2%-3.8pp | 80.3%-8.9pp | 67.9%+3.5pp |
| Annual return | -4.01% | -0.22%-3.8pp | 4398.51%-4402.5pp | -7.85%+3.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $72 | $5,640-98.7% | $6,734-98.9% | $5,403-98.7% |