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| Provider | Service type | Compensation |
|---|---|---|
ANNEX WEALTH MANAGEMENT LLC2 years Service code 27 12700 W BLUEMOUND RD · ELM GROVE, WI 53122 | Advisory (Plan) | $21,873 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $12,806 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,455 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,090 | $79,223-39.3% | $102,460-53.1% | $74,478-35.4% |
| Participation rate | 95.4% | 74.8%+20.7pp | 76.5%+18.9pp | 67.2%+28.2pp |
| Annual return | 11.24% | 54.98%-43.7pp | 29.47%-18.2pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $2,088 | $2,363-11.6% | $3,025-31.0% | $2,626-20.5% |
| Participant deferral / active EE | $5,895 | $4,417+33.5% | $5,056+16.6% | $4,350+35.5% |
| Admin fee / account holder | $204 | $2,003-89.8% | $9,460-97.8% | $1,946-89.5% |