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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Filed as: STRATEGIC CAPTIAL INVESTMENT Service code 27 · EIN 36-4268991 | Advisory (Plan) | $50,000 |
THE PREVIANT LAW FIRM, S.C.10+ years Filed as: THE PREVIANT LAW FIRM S.C. Service code 29 · EIN 39-1211596 | Legal | $38,861 |
Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 13 · EIN 39-1400101 | Contract Administrator | $26,712 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $14,690 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,605 | $241,850-71.6% | $102,437-33.0% | $200,096-65.7% |
| Participation rate | 63.3% | 78.3%-15.1pp | 74.5%-11.2pp | 72.0%-8.7pp |
| Annual return | 13.17% | 17.67%-4.5pp | 24.95%-11.8pp | 34.26%-21.1pp |
| Employer contribution / active EE | $0 | $4,253-100.0% | $3,871-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $1,536 | $3,961-61.2% | $5,060-69.6% | $5,090-69.8% |
| Admin fee / account holder | $156 | $288-45.9% | $8,388-98.1% | $269-42.1% |