Filed January 12, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT10+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $31,877 |
MBE WEALTH MANAGEMENT LLC7 years Service code 27 200 W WARREN ST · TOMAH, WI 54660 | Advisory (Plan) | $30,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,677 | $81,557-52.6% | $123,973-68.8% | $65,191-40.7% |
| Participation rate | 61.5% | 77.8%-16.3pp | 76.7%-15.1pp | 63.0%-1.5pp |
| Annual return | 9.28% | 11.45%-2.2pp | 388.13%-378.9pp | 51.24%-42.0pp |
| Employer contribution / active EE | $2,155 | $4,637-53.5% | $4,126-47.8% | $2,400-10.2% |
| Participant deferral / active EE | $2,484 | $2,628-5.5% | $5,247-52.7% | $2,671-7.0% |
| Admin fee / account holder | $225 | $1,040-78.4% | $11,799-98.1% | $907-75.2% |