Filed June 25, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP2 years Filed as: WIPFLI FINANCIAL LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $25,542 |
WIPFLI LLP2 years Service code 15 · EIN 39-0758449 | Recordkeeping | $17,894 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,398 | $98,982-40.0% | $162,185-63.4% | $65,186-8.9% |
| Participation rate | 95.0% | 85.8%+9.2pp | 87.6%+7.4pp | 70.2%+24.8pp |
| Annual return | 21.25% | 24.84%-3.6pp | 115.61%-94.4pp | 29.39%-8.1pp |
| Employer contribution / active EE | $1,134 | $3,467-67.3% | $5,613-79.8% | $2,177-47.9% |
| Participant deferral / active EE | $4,821 | $5,384-10.5% | $7,297-33.9% | $3,514+37.2% |
| Admin fee / account holder | $374 | $596-37.2% | $10,844-96.5% | $847-55.8% |