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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 50 · EIN 54-1172176 | Direct Payment | $6,800 |
BPA OF WI A BENESYS COMPANY2 years Service code 14 · EIN 39-1400101 | Plan Administrator | $5,535 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $380,063-100.0% | - | $380,063-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 27.7%-27.7pp |
| Annual return | 231.14% | 9.39%+221.8pp | 8.93%+222.2pp | 15.59%+215.5pp |
| Employer contribution / active EE | $0 | $36,712-100.0% | $34,172-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $44-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |