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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 548 REDBIRD CIR STE B · DE PERE, WI 54115 | Advisory (Plan) | $19,804 |
PAI3 years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $6,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,679 | $58,093-19.6% | $80,022-41.7% | $56,289-17.1% |
| Participation rate | 53.5% | 73.6%-20.1pp | 75.8%-22.3pp | 69.9%-16.3pp |
| Annual return | -5.88% | 34.63%-40.5pp | 11.22%-17.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $393 | $1,933-79.7% | $2,468-84.1% | $2,111-81.4% |
| Participant deferral / active EE | $1,947 | $3,136-37.9% | $3,686-47.2% | $3,350-41.9% |
| Admin fee / account holder | $355 | $623-43.0% | $6,521-94.6% | $521-31.9% |