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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $56,280 |
BENEFIT PLAN ADMINISTRATORS5 years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1401001 | Plan Administrator | $35,633 |
MMA SECURITIES LLC4 years Filed as: MMC SECURITIES CORP Service code 16 PO BOX 27449 · NEW YORK, NY 10087 | Consulting | $25,000 |
THE PREVIANT LAW FIRM, S.C.5 years Filed as: THE PREVIANT LAW FIRM S.C. Service code 29 · EIN 39-1211596 | Legal | $17,917 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 | Accounting | $8,890 |
Service code 34 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $146,554 | $93,131+57.4% | $106,555+37.5% | $86,821+68.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | 35.84% | 19.45%+16.4pp | 26.80%+9.0pp | 97.94%-62.1pp |
| Employer contribution / active EE | $10,564 | $2,895+264.9% | $2,819+274.7% | $2,406+339.1% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,399-100.0% | $4,132-100.0% |
| Admin fee / account holder | $321 | $145+121.1% | $7,408-95.7% | $170+89.2% |