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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP7+ years Filed as: WIPLI LLP Service code 15 · EIN 39-0758449 PO BOX 690 · EAU CLAIRE, WI 547020690 | Recordkeeping | $7,360 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 PO BOX 775967 · CHICAGO, IL 606775967 | Accounting | $4,673 |
NATIONWIDE3 years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $3,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,719 | $81,870-78.4% | $119,634-85.2% | $68,490-74.1% |
| Participation rate | 56.4% | 71.9%-15.5pp | 79.3%-22.9pp | 67.9%-11.5pp |
| Annual return | -14.85% | -23.82%+9.0pp | -14.98%+0.1pp | -7.85%-7.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $169 | $6,583-97.4% | $10,329-98.4% | $5,403-96.9% |