Filed December 21, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL Service code 28 19435 W CAPITOL · BROOKFIELD, WI 530452737 | Investment Management | $36,542 |
Filed as: PARK CAPITAL MANAGEMENT Service code 28 700 REGENT ST · MADISON, WI 537152634 | Investment Management | $8,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $172,770 | $204,517-15.5% | $69,480+148.7% | $77,775+122.1% |
| Participation rate | 97.2% | 74.6%+22.6pp | 74.6%+22.6pp | 73.2%+24.0pp |
| Annual return | 17.13% | 22.10%-5.0pp | 28.99%-11.9pp | 32.58%-15.4pp |
| Employer contribution / active EE | $4,753 | $3,548+34.0% | $2,780+71.0% | $2,504+89.8% |
| Participant deferral / active EE | $5,376 | $3,478+54.6% | $3,537+52.0% | $3,966+35.6% |
| Admin fee / account holder | $543 | $101+440.1% | $3,840-85.9% | $100+442.8% |