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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,797 |
Service code 26 700 REGENT ST · MADISON, WI 53715 | Advisory (Participants) | $15,643 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP WISCONSIN Service code 13 | Contract Administrator | $4,398 |
ALLIANCE BENEFIT GROUP2 years Filed as: ALLIANCE BENEFIT GROUP WI Service code 13 · EIN 26-0233809 8040 EXCELSIOR DRIVE · MADISON, WI 537172919 | Contract Administrator | $1,680 |
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 | $16,358 | $46,173-64.6% | $170,435-90.4% | $69,631-76.5% |
| Participation rate | 18.0% | 63.9%-45.9pp | 83.6%-65.6pp | 70.7%-52.7pp |
| Annual return | 18.69% | 21.62%-2.9pp | 205.94%-187.3pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $40 | $1,610-97.5% | $5,432-99.3% | $2,032-98.0% |
| Participant deferral / active EE | $355 | $2,080-82.9% | $4,939-92.8% | $3,224-89.0% |
| Admin fee / account holder | $168 | $116+45.2% | $13,881-98.8% | $110+52.5% |