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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP1 year Filed as: SIKICH, LLP Service code 10 · EIN 36-3168081 13400 BISHOPE'S LANE · BROOKFIELD, WI 53005 | Accounting | $18,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $844 |
BROWNSTONE & ASSOCIATES2+ years Filed as: BROWNSTONE ASSOCIATES, INC. Service code 99 · EIN 39-1745503 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Other Fees | $0 |
HOLLAND & KNIGHT2+ years Filed as: HOLLAND & KNIGHT, LLP Service code 10 · EIN 59-0663819 201 N. FRANKLIN STREET · TAMPA, FL 33602 | Accounting | $0 |
MANN ASSOCIATES, INC.2+ years Service code 13 · EIN 36-3801284 155 PFINGSTEN ROAD · DEERFIELD, IL 60015 | Contract Administrator | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 55 · EIN 23-2384840 1000 HART ROAD · BARRINGTON, IL 600102699 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,291 | $43,423+167.8% | $78,676+47.8% | $55,167+110.8% |
| Participation rate | 96.1% | 68.0%+28.1pp | 73.6%+22.6pp | 69.0%+27.1pp |
| Annual return | 6.93% | 11.53%-4.6pp | 62.19%-55.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,604 | $1,997-19.7% | $2,850-43.7% | $1,963-18.3% |
| Participant deferral / active EE | $5,268 | $2,509+110.0% | $3,517+49.8% | $3,054+72.5% |
| Admin fee / account holder | $282 | $416-32.2% | $4,510-93.7% | $504-44.0% |