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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 2301 HOLMGREN WAY · GREEN BAY, WI 54304 | Investment Mgmt Fees | $15,641 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,048 | $102,422-27.7% | $147,117-49.7% | $80,959-8.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 80.25% | 135.16%-54.9pp | 420.54%-340.3pp | 35.67%+44.6pp |
| Employer contribution / active EE | $4,101 | $3,717+10.3% | $4,932-16.8% | $2,757+48.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $135 | $7,953-98.3% | $12,993-99.0% | $6,925-98.1% |