Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $52,184 |
BENEFIT PLAN ADMINISTRATORS3 years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1401001 | Plan Administrator | $32,644 |
THE PREVIANT LAW FIRM, S.C.3 years Filed as: THE PREVIANT LAW FIRM S.C. Service code 29 · EIN 39-1211596 | Legal | $21,046 |
FREYBERG HINKLE ET AL2 years Service code 10 · EIN 39-1531945 | Accounting | $7,800 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,394 | $74,347+41.8% | $93,621+12.6% | $67,582+56.0% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 0.19% | 28.07%-27.9pp | 32.76%-32.6pp | 378.57%-378.4pp |
| Employer contribution / active EE | $10,200 | $2,583+294.9% | $2,719+275.2% | $2,148+374.9% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,070-100.0% | $3,539-100.0% |
| Admin fee / account holder | $335 | $123+173.1% | $7,890-95.8% | $142+135.4% |