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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 400 E MASON ST STE 300 · MILWAUKEE, WI 53202 | Accounting | $7,800 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,763 |
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 | $212,605 | $109,359+94.4% | $162,177+31.1% | $72,975+191.3% |
| Participation rate | 98.7% | 84.3%+14.4pp | 87.6%+11.1pp | 69.5%+29.2pp |
| Annual return | 23.15% | 25.46%-2.3pp | 115.60%-92.5pp | 81.01%-57.9pp |
| Employer contribution / active EE | $7,861 | $3,907+101.2% | $5,613+40.0% | $2,440+222.2% |
| Participant deferral / active EE | $14,433 | $5,481+163.3% | $7,297+97.8% | $3,608+300.1% |
| Admin fee / account holder | $104 | $7,972-98.7% | $10,843-99.0% | $5,124-98.0% |