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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $55,920 |
BENEFIT PLAN ADMINISTRATORS8 years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1401001 | Plan Administrator | $34,850 |
THE PREVIANT LAW FIRM, S.C.8 years Filed as: THE PREVIANT LAW FIRM S.C. Service code 29 · EIN 39-1211596 | Legal | $31,600 |
MMA SECURITIES LLC7 years Filed as: MMC SECURITIES CORP Service code 16 · EIN 06-1685865 | Consulting | $18,750 |
SIKICH LLP5 years Service code 10 · EIN 36-3168081 | Accounting | $11,040 |
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 | $170,194 | $92,076+84.8% | $105,607+61.2% | $77,736+118.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 19.90% | 17.84%+2.1pp | 116.11%-96.2pp | 31.26%-11.4pp |
| Employer contribution / active EE | $14,254 | $3,370+322.9% | $3,167+350.1% | $2,728+422.5% |
| Participant deferral / active EE | $0 | $5,390-100.0% | $5,011-100.0% | $4,651-100.0% |
| Admin fee / account holder | $423 | $219+93.1% | $10,958-96.1% | $433-2.4% |