Filed August 28, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MARSHFIELD CLINIC6 years Service code 14 · EIN 39-0452970 | Plan Administrator | $5,312 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,611 | $52,346+111.3% | $143,801-23.1% | $78,104+41.6% |
| Participation rate | 96.7% | 72.7%+24.0pp | 80.3%+16.4pp | 74.5%+22.2pp |
| Annual return | -14.79% | -14.19%-0.6pp | -0.04%-14.7pp | 10.90%-25.7pp |
| Employer contribution / active EE | $2,962 | $2,131+39.0% | $4,952-40.2% | $3,128-5.3% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,639-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $63-100.0% | $14,680-100.0% | $79-100.0% |