Filed February 6, 1998
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 |
|---|---|---|
E2 RETIREMENT CONSULTING1 year Service code 26 · EIN 47-2442228 N88 W16624 APPLETON AVENUE 3A · MENOMONEE FALLS, WI 53051 | Advisory (Participants) | $15,764 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $8,682 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $47,370 | $60,165-21.3% | $74,184-36.1% | $55,167-14.1% |
| Participation rate | 84.8% | 74.2%+10.6pp | 76.6%+8.2pp | 69.0%+15.8pp |
| Annual return | 5.70% | 10.00%-4.3pp | 17.74%-12.0pp | 169.23%-163.5pp |
| Employer contribution / active EE | $332 | $1,600-79.2% | $2,370-86.0% | $1,963-83.1% |
| Participant deferral / active EE | $2,188 | $2,973-26.4% | $3,550-38.4% | $3,054-28.4% |
| Admin fee / account holder | $142 | $419-66.1% | $5,586-97.5% | $504-71.8% |