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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP1+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $10,800 |
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.
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 | $19,660 | $46,360-57.6% | $147,617-86.7% | $52,331-62.4% |
| Participation rate | 37.6% | 64.9%-27.4pp | 84.6%-47.0pp | 68.1%-30.5pp |
| Annual return | -0.39% | 1.62%-2.0pp | 61.98%-62.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $323 | $2,126-84.8% | $5,564-94.2% | $1,882-82.8% |
| Participant deferral / active EE | $611 | $2,258-73.0% | $4,895-87.5% | $3,022-79.8% |
| Admin fee / account holder | $97 | $766-87.4% | $11,612-99.2% | $592-83.7% |