Filed August 28, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MARSHFIELD CLINIC5 years Service code 14 · EIN 39-0452970 | Plan Administrator | $18,419 |
Participant contribution per participant 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 | $154,602 | $69,238+123.3% | $185,854-16.8% | $101,555+52.2% |
| Participation rate | 96.5% | 73.5%+23.0pp | 81.7%+14.8pp | 74.5%+22.0pp |
| Annual return | 13.30% | 21.26%-8.0pp | 122.12%-108.8pp | 21.00%-7.7pp |
| Employer contribution / active EE | $3,165 | $2,104+50.4% | $5,169-38.8% | $2,972+6.5% |
| Participant deferral / active EE | $0 | $3,764-100.0% | $5,569-100.0% | $4,874-100.0% |
| Admin fee / account holder | $1 | $66-98.7% | $16,246-100.0% | $139-99.4% |