Filed December 31, 1992
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 |
|---|---|---|
PACKERLAND BROKERAGE SERVICES1+ years Service code 55 432 SECURITY BLVD STE 101 · GREEN BAY, WI 54313 | Other Commissions | $17,252 |
WIPFLI LLP1+ years Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $15,313 |
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS CO INC Service code 13 PO BOX 1806 · GREEN BAY, WI 54305 | Contract Administrator | $7,178 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,753 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,666 | $54,320-43.5% | $67,652-54.7% | $52,331-41.4% |
| Participation rate | 87.8% | 73.6%+14.2pp | 75.7%+12.1pp | 68.1%+19.7pp |
| Annual return | -1.76% | 6.81%-8.6pp | 6625.40%-6627.2pp | 4.54%-6.3pp |
| Employer contribution / active EE | $707 | $1,544-54.2% | $2,266-68.8% | $1,882-62.4% |
| Participant deferral / active EE | $2,522 | $2,950-14.5% | $3,560-29.2% | $3,022-16.6% |
| Admin fee / account holder | $230 | $527-56.3% | $4,821-95.2% | $592-61.1% |