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| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC10+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $99,747 |
WIPFLI LLP2 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $14,500 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,576 | $81,331+208.1% | $155,534+61.1% | $80,935+209.6% |
| Participation rate | 0.0% | 66.3%-66.3pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 10.86% | 33.37%-22.5pp | 64.92%-54.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $2,896 | $3,105-6.7% | $4,675-38.1% | $2,757+5.0% |
| Participant deferral / active EE | $6,271 | $3,454+81.5% | $5,630+11.4% | $4,299+45.9% |
| Admin fee / account holder | $968 | $7,999-87.9% | $15,900-93.9% | $6,924-86.0% |