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| Provider | Service type | Compensation |
|---|---|---|
ANNEX WEALTH MANAGEMENT1 year Filed as: ANNEX WEALTH MANAGEMENT LLC Service code 99 | Other Fees | $57,695 |
Filed as: PPG RETIREMENT PLAN SERVICES LTD Service code 49 | Other Services | $15,174 |
ANNEX WEALTH MANAGEMENT1 year Service code 99 · EIN 68-0524298 17950 W. CORPORATE DR, SUITE 300 · BROOKFIELD, WI 53045 | Other Fees | $0 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 49 · EIN 39-1915811 5117 GREEN BAY ROAD, SUITE B · KENOSHA, WI 53144 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,142 | $102,382+181.4% | $147,005+96.0% | $80,874+256.3% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 13.73% | 134.89%-121.2pp | 418.76%-405.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $5,788 | $3,715+55.8% | $4,934+17.3% | $2,756+110.0% |
| Participant deferral / active EE | $12,232 | $6,646+84.0% | $8,070+51.6% | $4,297+184.7% |
| Admin fee / account holder | $72 | $7,942-99.1% | $13,006-99.4% | $6,935-99.0% |