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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP2+ years Filed as: WIPLI LLP Service code 15 · EIN 39-0758449 3703 OAKWOOD HILLS PARKWAY · EAU CLAIRE, WI 547017756 | Recordkeeping | $8,657 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,932 | $71,192-81.8% | $117,861-89.0% | $62,293-79.2% |
| Participation rate | 99.1% | 74.2%+24.8pp | 79.7%+19.4pp | 69.5%+29.6pp |
| Annual return | 12.08% | 18.66%-6.6pp | 335.11%-323.0pp | 28.90%-16.8pp |
| Employer contribution / active EE | $1,147 | $1,934-40.7% | $3,786-69.7% | $2,042-43.8% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $65 | $587-88.9% | $8,021-99.2% | $479-86.4% |