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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DWAYNE JOHNSON & ASSOC Service code 10 · EIN 39-1750654 N233 N2080 RIDGEVIEW PKWY-STE 301 · MILWAUKEE, WI 53188 | Accounting | $7,300 |
Service code 13 · EIN 39-1974154 6737 W. WASHINGTON ST-STE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $4,275 |
Filed as: BLUE CHIP RETIREMENT PLANS, IN Service code 13 | Contract Administrator | $1,634 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,250 | $56,443-85.4% | $83,831-90.2% | $55,725-85.2% |
| Participation rate | 51.8% | 72.0%-20.3pp | 76.1%-24.4pp | 70.9%-19.1pp |
| Annual return | -10.82% | 393.67%-404.5pp | 850.99%-861.8pp | 244.93%-255.7pp |
| Employer contribution / active EE | $119 | $2,682-95.6% | $3,631-96.7% | $2,078-94.3% |
| Participant deferral / active EE | $1,199 | $2,965-59.6% | $4,082-70.6% | $3,356-64.3% |
| Admin fee / account holder | $52 | $156-67.0% | $5,479-99.1% | $115-55.2% |