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| Provider | Service type | Compensation |
|---|---|---|
SCHENCK SC3+ years Service code 28 · EIN 39-1173131 200 EAST WASHINGTON ST, PO BOX 1739 · APPLETON, WI 549121739 | Investment Management | $10,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,809 | $31,388-11.4% | $73,550-62.2% | $62,293-55.4% |
| Participation rate | 34.2% | 39.9%-5.7pp | 54.9%-20.7pp | 69.5%-35.3pp |
| Annual return | 18.25% | 25.34%-7.1pp | -15.16%+33.4pp | 28.90%-10.6pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $531 | $1,028-48.4% | $1,804-70.6% | $3,169-83.3% |
| Admin fee / account holder | $129 | $299-56.9% | $2,320-94.4% | $479-73.1% |