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| Provider | Service type | Compensation |
|---|---|---|
AMP WEALTH MANAGMENT1+ years Service code 28 421 E. SILVER SPRING DR., STE. 3 · WHITEFISH BAY, WI 53217 | Investment Management | $37,172 |
DUNBAR, BENDER & ZAPF, INC.1+ years Filed as: DUNBAR, BENDER, & ZAPF, INC. Service code 11 · EIN 25-1650062 | Actuarial | $19,800 |
BRODEK & GILLIARD, S.C.1+ years Service code 29 · EIN 20-0153367 245 MAIN STREET, SUITE 401 · RACINE, WI 53403 | Legal | $9,833 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $7,990 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: PPG PARTNERS, LLC Service code 10 · EIN 39-1016701 5525 GREEN BAY ROAD · KENOSHA, WI 53144 | Accounting | $7,025 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -5.34% | -2.03%-3.3pp | -2.01%-3.3pp | 2.81%-8.1pp |
| Employer contribution / active EE | $5,183 | $9,185-43.6% | $34,453-85.0% | $16,358-68.3% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |