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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 740 REGENT ST · MADISON, WI 53715 | Advisory (Plan) | $14,892 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,248 |
Service code 13 8040 EXCELSIOR DRIVE · MADISON, WI 53717 | Contract Administrator | $5,234 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $438 |
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 | $41,237 | $65,376-36.9% | $87,104-52.7% | $65,185-36.7% |
| Participation rate | 83.8% | 75.3%+8.4pp | 76.9%+6.9pp | 70.2%+13.6pp |
| Annual return | 21.74% | 31.27%-9.5pp | 28.19%-6.5pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,336 | $1,822-26.7% | $2,521-47.0% | $2,177-38.6% |
| Participant deferral / active EE | $3,201 | $3,388-5.5% | $4,048-20.9% | $3,514-8.9% |
| Admin fee / account holder | $261 | $520-49.7% | $7,491-96.5% | $847-69.2% |