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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $397 |
Filed as: PACKERLAND BROKERAGE SERVICES, INC. Service code 15 1345 W. MASON ST. · GREEN BAY, WI 54303 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,618 | $54,701-38.5% | $86,188-61.0% | $71,457-53.0% |
| Participation rate | 47.8% | 60.1%-12.3pp | 69.0%-21.1pp | 67.9%-20.1pp |
| Annual return | 9.63% | 20.06%-10.4pp | 1168.45%-1158.8pp | 28.85%-19.2pp |
| Employer contribution / active EE | $395 | $1,265-68.8% | $2,380-83.4% | $2,588-84.7% |
| Participant deferral / active EE | $2,395 | $3,108-23.0% | $3,985-39.9% | $4,289-44.2% |
| Admin fee / account holder | $290 | $1,922-84.9% | $6,852-95.8% | $1,587-81.7% |