Filed August 28, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MARSHFIELD CLINIC1+ years Filed as: MARSHFIELD CLINIC, INC. Service code 14 · EIN 39-0452970 | Plan Administrator | $47,323 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $158,096 | $63,964+147.2% | $147,618+7.1% | $67,505+134.2% |
| Participation rate | 96.4% | 68.6%+27.8pp | 84.6%+11.8pp | 71.2%+25.2pp |
| Annual return | -2.43% | 9.05%-11.5pp | 61.98%-64.4pp | 6.52%-9.0pp |
| Employer contribution / active EE | $8,246 | $1,618+409.6% | $5,564+48.2% | $2,173+279.5% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $4,895-100.0% | $3,597-100.0% |
| Admin fee / account holder | $1 | $43-96.8% | $11,612-100.0% | $56-97.6% |