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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,259 |
Filed as: COORDINATED CAPTIAL SECURITIES INC Service code 55 704 RIVER PLACE · MONONA, WI 53716 | Other Commissions | $4,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,345 | $46,360+21.5% | $147,617-61.8% | $52,331+7.7% |
| Participation rate | 44.3% | 64.9%-20.7pp | 84.6%-40.4pp | 68.1%-23.8pp |
| Annual return | -0.07% | 1.62%-1.7pp | 61.98%-62.0pp | 4.54%-4.6pp |
| Employer contribution / active EE | $570 | $2,126-73.2% | $5,564-89.8% | $1,882-69.7% |
| Participant deferral / active EE | $836 | $2,258-63.0% | $4,895-82.9% | $3,022-72.3% |
| Admin fee / account holder | $94 | $766-87.7% | $11,612-99.2% | $592-84.0% |