Filed April 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
THE APPLETON GROUP, LLC2+ years Service code 27 · EIN 30-0021894 100 W. LAWRENCE STREET · APPLETON, WI 54911 | Advisory (Plan) | $43,424 |
PENSION INC.2+ years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $9,613 |
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 | $53,601 | $63,924-16.1% | $108,582-50.6% | $55,167-2.8% |
| Participation rate | 69.3% | 74.3%-5.0pp | 79.6%-10.2pp | 69.0%+0.4pp |
| Annual return | 5.75% | 15.31%-9.6pp | -51.70%+57.4pp | 169.23%-163.5pp |
| Employer contribution / active EE | $2,211 | $1,879+17.7% | $3,758-41.2% | $1,963+12.6% |
| Participant deferral / active EE | $1,221 | $3,067-60.2% | $4,311-71.7% | $3,054-60.0% |
| Admin fee / account holder | $363 | $618-41.2% | $7,645-95.3% | $504-28.0% |