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| Provider | Service type | Compensation |
|---|---|---|
ANNEX WEALTH MANAGEMENT LLC3 years Service code 27 12700 W BLUEMOUND RD STE 200 · ELM GROVE, WI 53122 | Advisory (Plan) | $44,944 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,124 |
SIKICH LLP5+ years Service code 13 13400 BISHOPS LANE STE300 · BROOKFIELD, WI 53005 | Contract Administrator | $14,177 |
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 | $107,466 | $100,801+6.6% | $149,745-28.2% | $73,412+46.4% |
| Participation rate | 90.7% | 77.7%+13.1pp | 82.5%+8.3pp | 72.2%+18.6pp |
| Annual return | 14.53% | 265.34%-250.8pp | 276.72%-262.2pp | 59.30%-44.8pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,570 | $6,404-13.0% | $6,843-18.6% | $3,806+46.4% |
| Admin fee / account holder | $404 | $181+123.2% | $9,312-95.7% | $158+155.6% |