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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $1,937 |
Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $788 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $246 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,040 | $59,186-81.3% | $76,768-85.6% | $56,287-80.4% |
| Participation rate | 83.2% | 75.2%+7.9pp | 77.0%+6.2pp | 69.9%+13.3pp |
| Annual return | -7.32% | 6.62%-13.9pp | 2.43%-9.7pp | -9.96%+2.6pp |
| Employer contribution / active EE | $440 | $1,759-75.0% | $2,485-82.3% | $2,111-79.2% |
| Participant deferral / active EE | $2,133 | $3,255-34.5% | $3,852-44.6% | $3,350-36.3% |
| Admin fee / account holder | $9 | $489-98.2% | $6,675-99.9% | $521-98.3% |