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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP WI Service code 13 · EIN 26-0233809 8040 EXCELSIOR DRIVE · MADISON, WI 537172919 | Contract Administrator | $6,098 |
PURSHE KAPLAN STERLING INV2+ years Filed as: PURSHE KAPLAN STERLING INVESTMENTS. Service code 33 18 CORPORATE WOODS BLVD · ALBANY, NY 12211 | Securities brokerage; Distribution (1... | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,533 | $36,916-55.2% | $156,551-89.4% | $57,658-71.3% |
| Participation rate | 16.5% | 63.4%-46.9pp | 84.0%-67.5pp | 70.2%-53.7pp |
| Annual return | 8.17% | 12.38%-4.2pp | 32.23%-24.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $38 | $1,571-97.6% | $5,501-99.3% | $1,974-98.1% |
| Participant deferral / active EE | $306 | $1,926-84.1% | $4,871-93.7% | $3,061-90.0% |
| Admin fee / account holder | $44 | $82-46.8% | $13,028-99.7% | $95-53.6% |