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| Provider | Service type | Compensation |
|---|---|---|
WOODTRUST BANK2 years Service code 15 · EIN 39-0720440 | Recordkeeping | $125,792 |
HECK CAPITAL ADVISORS1 year Service code 27 15 E ANDERSON ST · RHINELANDER, WI 54501 | Advisory (Plan) | $25,247 |
SCHENCK SC1 year Service code 10 311 FINANCIAL WAY · WAUSAU, WI 54401 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $317,775 | $77,817+308.4% | $123,553+157.2% | $64,173+395.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 1.03% | 12.49%-11.5pp | 119.21%-118.2pp | 7.63%-6.6pp |
| Employer contribution / active EE | $15,319 | $3,014+408.2% | $4,628+231.0% | $2,381+543.4% |
| Participant deferral / active EE | $4,556 | $5,240-13.0% | $6,426-29.1% | $3,470+31.3% |
| Admin fee / account holder | $1,322 | $5,519-76.0% | $9,284-85.8% | $4,887-72.9% |