Filed August 28, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $281,264 |
MARSHFIELD CLINIC7+ years Service code 14 · EIN 39-0452970 | Plan Administrator | $146,358 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,139 | $68,062+85.3% | $185,823-32.1% | $106,520+18.4% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.7%+10.6pp | 71.3%+21.0pp |
| Annual return | 19.43% | 18.20%+1.2pp | 122.05%-102.6pp | 19.28%+0.1pp |
| Employer contribution / active EE | $2,024 | $1,997+1.3% | $5,167-60.8% | $2,840-28.7% |
| Participant deferral / active EE | $6,191 | $3,990+55.2% | $5,568+11.2% | $4,948+25.1% |
| Admin fee / account holder | $29 | $53-45.2% | $16,237-99.8% | $75-61.2% |