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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP4 years Filed as: WIPFLI FINANCIAL ADVISORS, LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $36,053 |
WIPFLI LLP6 years Service code 15 · EIN 39-0758449 | Recordkeeping | $7,262 |
GASSNER COMPANY, S.C.3 years Service code 10 · EIN 39-1336018 | Accounting | $6,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,710 | $64,176+27.3% | $112,263-27.2% | $66,949+22.0% |
| Participation rate | 66.9% | 68.4%-1.6pp | 75.1%-8.2pp | 69.8%-2.9pp |
| Annual return | 5.59% | -13.80%+19.4pp | 27.49%-21.9pp | 1.57%+4.0pp |
| Employer contribution / active EE | $1,492 | $3,007-50.4% | $3,636-59.0% | $2,545-41.4% |
| Participant deferral / active EE | $2,799 | $3,694-24.2% | $4,729-40.8% | $4,239-34.0% |
| Admin fee / account holder | $391 | $626-37.5% | $6,410-93.9% | $594-34.1% |