Filed August 28, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MARSHFIELD CLINIC4 years Service code 14 · EIN 39-0452970 | Plan Administrator | $62,738 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,620 | $63,259+136.5% | $178,510-16.2% | $93,223+60.5% |
| Participation rate | 97.0% | 72.1%+24.9pp | 81.9%+15.1pp | 74.9%+22.1pp |
| Annual return | 9.84% | 19.93%-10.1pp | 151.13%-141.3pp | 19.29%-9.4pp |
| Employer contribution / active EE | $2,793 | $1,865+49.8% | $5,011-44.3% | $2,680+4.3% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | $2 | $58-95.9% | $13,988-100.0% | $79-97.0% |