Filed May 8, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,525 |
WAUKESHA STATE BANK2 years Service code 61 100 BANK ST · WAUKESHA, WI 53188 | Finders' fees / placement fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,553 | $80,005+28.2% | $140,019-26.8% | $55,725+84.0% |
| Participation rate | 84.8% | 87.0%-2.2pp | 87.5%-2.7pp | 70.9%+14.0pp |
| Annual return | -6.12% | 0.46%-6.6pp | 651.17%-657.3pp | 244.93%-251.0pp |
| Employer contribution / active EE | $6,160 | $3,403+81.0% | $5,605+9.9% | $2,078+196.4% |
| Participant deferral / active EE | $3,448 | $5,264-34.5% | $6,927-50.2% | $3,356+2.8% |
| Admin fee / account holder | $5 | $116-95.6% | $10,705-100.0% | $115-95.6% |