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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1401001 | Plan Administrator | $31,591 |
MERCER1 year Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $31,463 |
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $20,739 |
Filed as: THE PREVIANT LAW FIRM S.C. Service code 29 · EIN 39-1211596 | Legal | $17,884 |
Service code 34 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,239 | $75,284+27.8% | $91,004+5.8% | $69,631+38.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 14.46% | 48.40%-33.9pp | 4.60%+9.9pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $10,204 | $2,473+312.7% | $2,456+315.5% | $2,032+402.2% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,548-100.0% | $3,224-100.0% |
| Admin fee / account holder | $303 | $111+174.2% | $5,417-94.4% | $110+174.6% |