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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP4+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $11,341 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,490 | $47,977-42.7% | $154,108-82.2% | $56,289-51.2% |
| Participation rate | 34.7% | 66.2%-31.5pp | 83.0%-48.3pp | 69.9%-35.2pp |
| Annual return | -5.19% | 3.54%-8.7pp | 735.21%-740.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $381 | $2,169-82.5% | $5,298-92.8% | $2,111-82.0% |
| Participant deferral / active EE | $818 | $2,392-65.8% | $5,081-83.9% | $3,350-75.6% |
| Admin fee / account holder | $121 | $438-72.4% | $13,411-99.1% | $521-76.7% |