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| Provider | Service type | Compensation |
|---|---|---|
PARK CAPITAL MANAGEMENT LLC2 years Service code 27 740 REGENT ST · MADISON, WI 53715 | Advisory (Plan) | $16,855 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,862 |
PREMIER RETIREMENT PARTNERS2 years Service code 13 8040 EXCELSIOR DRIVE · MADISON, WI 53717 | Contract Administrator | $5,795 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $287 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,551 | $73,638-34.1% | $95,960-49.4% | $73,493-33.9% |
| Participation rate | 82.1% | 76.2%+5.9pp | 77.1%+5.0pp | 70.7%+11.4pp |
| Annual return | 15.47% | 16.78%-1.3pp | 91.63%-76.2pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,288 | $1,863-30.9% | $2,541-49.3% | $2,270-43.3% |
| Participant deferral / active EE | $3,267 | $3,617-9.7% | $4,167-21.6% | $3,740-12.6% |
| Admin fee / account holder | $428 | $482-11.3% | $6,797-93.7% | $513-16.6% |