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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 400 E MASON ST STE 300 · MILWAUKEE, WI 53202 | Accounting | $8,190 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,549 |
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 | $248,081 | $123,793+100.4% | $177,840+39.5% | $79,852+210.7% |
| Participation rate | 96.5% | 84.7%+11.8pp | 87.7%+8.8pp | 69.6%+26.8pp |
| Annual return | 15.69% | 22.82%-7.1pp | 48.32%-32.6pp | 31.72%-16.0pp |
| Employer contribution / active EE | $10,638 | $4,095+159.8% | $5,919+79.7% | $2,471+330.5% |
| Participant deferral / active EE | $14,970 | $5,956+151.3% | $7,714+94.1% | $3,740+300.2% |
| Admin fee / account holder | $80 | $7,243-98.9% | $12,431-99.4% | $5,306-98.5% |