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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE Service code 23 · EIN 33-0785439 | Insurance services; Direct payment fr... | $32,629 |
SIKICH LLP5 years Service code 10 · EIN 36-3168081 | Accounting | $29,774 |
THE PREVIANT LAW FIRM, S.C.3 years Service code 29 310 W. WISCONSIN AVE, #100MW · MILWAUKEE, WI 53203 | Legal | $7,016 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,588 | $29,525-91.2% | $56,033-95.4% | $77,736-96.7% |
| Participation rate | 100.0% | 32.7%+67.3pp | 52.5%+47.5pp | 70.6%+29.4pp |
| Annual return | -2.23% | 18.90%-21.1pp | 1711.38%-1713.6pp | 31.26%-33.5pp |
| Employer contribution / active EE | $444 | $569-22.0% | $1,041-57.4% | $2,728-83.7% |
| Participant deferral / active EE | $0 | $1,062-100.0% | $1,954-100.0% | $4,651-100.0% |
| Admin fee / account holder | $126 | $1,040-87.9% | $2,827-95.5% | $433-70.9% |