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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $57,081 |
THE PREVIANT LAW FIRM, S.C.7 years Filed as: THE PREVIANT LAW FIRM S.C. Service code 29 · EIN 39-1211596 | Legal | $36,675 |
BENEFIT PLAN ADMINISTRATORS7 years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1401001 | Plan Administrator | $35,446 |
MMA SECURITIES LLC6 years Filed as: MMC SECURITIES CORP Service code 16 · EIN 06-1685865 | Consulting | $25,000 |
SIKICH LLP4 years Service code 10 · EIN 36-3168081 | Accounting | $10,415 |
Service code 34 · EIN 25-1409618 | Valuation (appraisals, etc.); Securit... | $0 |
NATIONAL FINANCIAL SERVICES7 years 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.)
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 | $138,074 | $84,784+62.9% | $98,462+40.2% | $74,473+85.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | 0.01% | 20.59%-20.6pp | 21.17%-21.2pp | 34.36%-34.4pp |
| Employer contribution / active EE | $12,403 | $3,364+268.7% | $3,049+306.8% | $2,638+370.1% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $388 | $204+89.6% | $8,875-95.6% | $347+11.7% |