Filed March 31, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WHALEN CAPITAL1 year Service code 27 5225 PINE STREET · SCHOFIELD, WI 54476 | Advisory (Plan) | $24,469 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,220 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS CO INC Service code 13 1585 ALLOUEZ AVE STE 3 · GREEN BAY, WI 54311 | Contract Administrator | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,811 | $75,284-49.8% | $91,004-58.5% | $69,631-45.7% |
| Participation rate | 67.9% | 80.4%-12.5pp | 75.6%-7.7pp | 70.7%-2.8pp |
| Annual return | 13.58% | 48.40%-34.8pp | 4.60%+9.0pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,517 | $3,700-59.0% | $3,548-57.2% | $3,224-53.0% |
| Admin fee / account holder | $151 | $111+36.4% | $5,417-97.2% | $110+36.6% |