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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,975 |
ANNEX WEALTH MANAGEMENT LLC2 years Service code 27 12700 W BLUEMOUND RD STE 200 · ELM GROVE, WI 53122 | Advisory (Plan) | $51,164 |
SIKICH LLP4+ years Service code 13 13400 BISHOPS LANE STE300 · BROOKFIELD, WI 53005 | Contract Administrator | $15,413 |
WEGNER CPAS, LLP2 years Filed as: WEGNER CPAS LLP Service code 10 2110 LUANN LANE · MADISON, WI 53713 | Accounting | $9,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,744 | $237,565-57.2% | $141,191-27.9% | - |
| Participation rate | 91.6% | 70.1%+21.4pp | 82.5%+9.1pp | - |
| Annual return | 5.23% | 19.47%-14.2pp | 71.41%-66.2pp | - |
| Employer contribution / active EE | $0 | $2,430-100.0% | $4,736-100.0% | - |
| Participant deferral / active EE | $5,540 | $5,165+7.3% | $6,710-17.4% | - |
| Admin fee / account holder | $487 | $15,211-96.8% | $10,264-95.3% | - |