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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,700 |
Service code 27 12700 W BLUEMOUND RD STE 200 · ELM GROVE, WI 53122 | Advisory (Plan) | $40,172 |
SIKICH LLP3+ years Service code 13 13400 BISHOPS LANE STE300 · BROOKFIELD, WI 53005 | Contract Administrator | $16,498 |
WEGNER CPAS, LLP1 year Filed as: WEGNER CPAS LLP Service code 10 2110 LUANN LANE · MADISON, WI 53713 | Accounting | $9,010 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,905 | $73,102+29.8% | $123,553-23.2% | $56,289+68.6% |
| Participation rate | 91.1% | 74.3%+16.8pp | 82.3%+8.8pp | 69.9%+21.2pp |
| Annual return | 33.03% | 3.01%+30.0pp | 119.21%-86.2pp | -9.96%+43.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,320 | $5,423-1.9% | $6,426-17.2% | $3,350+58.8% |
| Admin fee / account holder | $424 | $554-23.4% | $9,284-95.4% | $521-18.6% |