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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 | $102,429-27.7% | $147,096-49.7% | $80,925-8.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 80.25% | 135.02%-54.8pp | 419.75%-339.5pp | 35.65%+44.6pp |
| Employer contribution / active EE | $4,101 | $3,716+10.4% | $4,936-16.9% | $2,756+48.8% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $135 | $7,957-98.3% | $13,005-99.0% | $6,940-98.1% |