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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE BANK OF CROSS PLAINS Service code 21 455 S JUNCTION ROAD STE 100 · MADISON, WI 53719 | Bank Trustee | $21,111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,204 | $78,423+7.4% | $95,964-12.3% | $79,856+5.4% |
| Participation rate | 46.8% | 73.5%-26.7pp | 77.1%-30.3pp | 69.6%-22.9pp |
| Annual return | 17.02% | 19.37%-2.3pp | 91.64%-74.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,423 | $3,440+86.7% | $4,167+54.1% | $3,741+71.7% |
| Admin fee / account holder | $352 | $5,622-93.7% | $6,797-94.8% | $5,306-93.4% |