Filed August 28, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MARSHFIELD CLINIC3 years Service code 14 · EIN 39-0452970 | Plan Administrator | $63,147 |
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 | $150,325 | $53,565+180.6% | $172,757-13.0% | $82,204+82.9% |
| Participation rate | 97.8% | 69.6%+28.2pp | 82.6%+15.2pp | 73.4%+24.4pp |
| Annual return | 20.39% | 31.42%-11.0pp | 803.06%-782.7pp | 26.31%-5.9pp |
| Employer contribution / active EE | $7,069 | $1,857+280.8% | $5,144+37.4% | $2,707+161.1% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | $3 | $61-94.4% | $13,956-100.0% | $76-95.4% |