Filed April 19, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE APPLETON GROUP, LLC1+ years Service code 27 · EIN 30-0021894 100 W. LAWRENCE STREET · APPLETON, WI 54911 | Advisory (Plan) | $41,654 |
PENSION INC.1+ years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $8,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,680 | $57,108-13.0% | $94,229-47.3% | $52,331-5.1% |
| Participation rate | 69.7% | 72.9%-3.2pp | 78.8%-9.0pp | 68.1%+1.6pp |
| Annual return | 2.35% | 1.47%+0.9pp | 10.68%-8.3pp | 4.54%-2.2pp |
| Employer contribution / active EE | $2,174 | $1,735+25.3% | $3,587-39.4% | $1,882+15.5% |
| Participant deferral / active EE | $1,271 | $3,040-58.2% | $4,320-70.6% | $3,022-58.0% |
| Admin fee / account holder | $355 | $546-35.1% | $6,269-94.3% | $592-40.0% |