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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP4+ years Filed as: WIPLI LLP Service code 15 · EIN 39-0758449 3703 OAKWOOD HILLS PARKWAY · EAU CLAIRE, WI 547017756 | Recordkeeping | $7,837 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $13,669 | $86,341-84.2% | $125,195-89.1% | $65,186-79.0% |
| Participation rate | 79.0% | 75.3%+3.7pp | 79.8%-0.8pp | 70.2%+8.8pp |
| Annual return | 1.51% | 27.44%-25.9pp | 43.79%-42.3pp | 29.39%-27.9pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $112 | $609-81.6% | $9,704-98.8% | $847-86.7% |