Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PAI1+ years Service code 13 1300 ENTERPRISE DR · DE PERE, WI 54115 | Contract Administrator | $16,824 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,479 | $50,464-67.3% | $75,784-78.3% | $52,331-68.5% |
| Participation rate | 90.2% | 66.8%+23.4pp | 75.8%+14.4pp | 68.1%+22.1pp |
| Annual return | -1.18% | 1.03%-2.2pp | 9.68%-10.9pp | 4.54%-5.7pp |
| Employer contribution / active EE | $13 | $1,988-99.4% | $3,323-99.6% | $1,882-99.3% |
| Participant deferral / active EE | $4,762 | $2,570+85.3% | $3,652+30.4% | $3,022+57.6% |
| Admin fee / account holder | $20 | $1,103-98.2% | $5,300-99.6% | $592-96.6% |