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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 27 507 GREENE AVE · GREEN BAY, WI 54301 | Advisory (Plan) | $16,647 |
PAI4 years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $9,813 |
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 | $65,546 | $66,319-1.2% | $93,621-30.0% | $65,186+0.6% |
| Participation rate | 45.5% | 74.0%-28.5pp | 75.8%-30.3pp | 70.2%-24.7pp |
| Annual return | 17.83% | 42.59%-24.8pp | 32.76%-14.9pp | 29.39%-11.6pp |
| Employer contribution / active EE | $433 | $2,013-78.5% | $2,719-84.1% | $2,177-80.1% |
| Participant deferral / active EE | $2,271 | $3,343-32.1% | $4,070-44.2% | $3,514-35.4% |
| Admin fee / account holder | $405 | $6,900-94.1% | $7,890-94.9% | $847-52.2% |