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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $71,840 |
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 10 · EIN 39-1126909 | Accounting | $57,135 |
UNION INSURANCE GROUP6 years Service code 10 · EIN 36-4226088 | Accounting | $39,744 |
BAUMAN ASSOCIATES7 years Filed as: BAUMAN ASSOCIATES LTD Service code 10 · EIN 39-1277627 | Accounting | $26,060 |
ANDCO CONSULTING5 years Filed as: ANDCO CONSULTING LLC Service code 16 · EIN 59-3676225 | Consulting | $24,000 |
GREEN BAY ELECTRICAL WORKERS6 years Service code 15 · EIN 39-0940777 | Recordkeeping | $8,213 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,205 | $106,236+35.7% | $112,263+28.5% | $64,824+122.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -15.55% | -6.02%-9.5pp | 27.49%-43.0pp | 32.84%-48.4pp |
| Employer contribution / active EE | $7,167 | $3,167+126.3% | $3,636+97.1% | $2,507+185.9% |
| Participant deferral / active EE | $502 | $3,786-86.7% | $4,729-89.4% | $4,311-88.4% |
| Admin fee / account holder | $494 | $452+9.5% | $6,410-92.3% | $188+163.2% |