Filed August 28, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MARSHFIELD CLINIC2 years Service code 14 · EIN 39-0452970 | Plan Administrator | $16,530 |
Participant contribution per participant 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 | $145,124 | $44,007+229.8% | $154,110-5.8% | $68,904+110.6% |
| Participation rate | 96.0% | 70.0%+25.9pp | 83.0%+12.9pp | 74.1%+21.8pp |
| Annual return | -4.32% | 8.15%-12.5pp | 735.22%-739.5pp | 1.07%-5.4pp |
| Employer contribution / active EE | $7,746 | $1,732+347.3% | $5,298+46.2% | $2,540+204.9% |
| Participant deferral / active EE | $0 | $2,813-100.0% | $5,081-100.0% | $4,015-100.0% |
| Admin fee / account holder | $3 | $65-94.9% | $13,412-100.0% | $71-95.3% |