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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC CAPTIAL INVESTMENT Service code 27 · EIN 36-4268991 | Advisory (Plan) | $37,000 |
BENEFIT PLAN ADMINISTRATORS1+ years Filed as: BENEFIT PLAN ADMINISTRATION OF WI, Service code 13 · EIN 39-1400101 | Contract Administrator | $20,875 |
FREYBERG HINKLE ET AL1+ years Service code 10 · EIN 39-1531945 | Accounting | $8,650 |
THE PREVIANT LAW FIRM, S.C.1+ years Filed as: THE PREVIANT LAW FIRM S.C. Service code 29 · EIN 39-1211596 | Legal | $5,599 |
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 | $0 | $50,498-100.0% | $75,784-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 69.4%-69.4pp | 75.8%-75.8pp | 69.2%-69.2pp |
| Annual return | -1.56% | 1.80%-3.4pp | 9.68%-11.2pp | 10.78%-12.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,118 | $2,589-56.8% | $3,652-69.4% | $3,046-63.3% |
| Admin fee / account holder | $0 | $123-100.0% | $5,300-100.0% | $91-100.0% |