Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MICHAEL E. HALLA & ASSOCIATES2+ years Service code 27 · EIN 38-8489805 100 MARITIME DRIVE · MANITOWOC, WI 54220 | Advisory (Plan) | $41,829 |
LT TRUST COMPANY2+ years Service code 15 · EIN 61-1607607 1675 BROADWAY SUITE 500 · DENVER, CO 80202 | Recordkeeping | $17,704 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,454 | $42,546-12.0% | $71,796-47.8% | $55,167-32.1% |
| Participation rate | 57.5% | 59.1%-1.6pp | 69.1%-11.6pp | 69.0%-11.5pp |
| Annual return | 10.40% | 12.36%-2.0pp | 78.04%-67.6pp | 169.23%-158.8pp |
| Employer contribution / active EE | $1,072 | $803+33.5% | $1,924-44.3% | $1,963-45.4% |
| Participant deferral / active EE | $2,794 | $2,064+35.4% | $2,7940% | $3,054-8.5% |
| Admin fee / account holder | $444 | $650-31.6% | $4,815-90.8% | $504-11.8% |