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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,618 | $54,717-38.6% | $86,216-61.0% | $71,511-53.0% |
| Participation rate | 47.8% | 60.1%-12.3pp | 69.0%-21.1pp | 67.9%-20.1pp |
| Annual return | 9.63% | 20.07%-10.4pp | 1169.42%-1159.8pp | 28.86%-19.2pp |
| Employer contribution / active EE | $395 | $1,267-68.8% | $2,382-83.4% | $2,589-84.7% |
| Participant deferral / active EE | $2,395 | $3,110-23.0% | $3,986-39.9% | $4,291-44.2% |
| Admin fee / account holder | $290 | $1,922-84.9% | $6,853-95.8% | $1,588-81.7% |