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 | $371,646 |
MARSHFIELD CLINIC8+ years Service code 14 · EIN 39-0452970 | Plan Administrator | $150,279 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,153 | $83,057+24.2% | $143,801-28.3% | $89,433+15.3% |
| Participation rate | 92.0% | 74.0%+18.0pp | 80.3%+11.7pp | 71.3%+20.8pp |
| Annual return | -13.84% | -13.97%+0.1pp | -0.04%-13.8pp | -11.88%-2.0pp |
| Employer contribution / active EE | $2,129 | $2,095+1.6% | $4,952-57.0% | $3,021-29.5% |
| Participant deferral / active EE | $6,817 | $4,281+59.2% | $5,639+20.9% | $5,125+33.0% |
| Admin fee / account holder | $35 | $83-58.3% | $14,680-99.8% | $79-56.4% |