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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 W7435 COUNTY ROAD AW · WAUPUN, WI 53963 | Other Fees | $9,645 |
Filed as: RETIREMENT ADVANTAGE, INC. Service code 13 47 PARK PL STE 850 · APPLETON, WI 549148233 | Contract Administrator | $907 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $650 |
BAIRD FUNDS2+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 28 · EIN 39-6037917 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,900 | $52,884+53.0% | $84,753-4.5% | $55,167+46.6% |
| Participation rate | 90.2% | 67.5%+22.7pp | 76.6%+13.6pp | 69.0%+21.2pp |
| Annual return | 7.38% | 18.03%-10.7pp | 22.78%-15.4pp | 169.23%-161.8pp |
| Employer contribution / active EE | $2,689 | $2,233+20.4% | $3,574-24.8% | $1,963+37.0% |
| Participant deferral / active EE | $3,921 | $2,644+48.3% | $3,712+5.6% | $3,054+28.4% |
| Admin fee / account holder | $71 | $581-87.8% | $5,333-98.7% | $504-85.9% |