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| Provider | Service type | Compensation |
|---|---|---|
AMP WEALTH MANAGMENT5+ years Service code 28 421 E. SILVER SPRING DR., STE. 3 · WHITEFISH BAY, WI 53217 | Investment Management | $78,786 |
DUNBAR, BENDER & ZAPF, INC.5+ years Filed as: DUNBAR, BENDER, & ZAPF, INC. Service code 11 · EIN 25-1650062 | Actuarial | $19,550 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $16,560 |
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Participant contribution per participant 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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 20.33% | 15.61%+4.7pp | 20.73%-0.4pp | 53.27%-32.9pp |
| Employer contribution / active EE | $4,609 | $10,773-57.2% | $36,503-87.4% | $14,774-68.8% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |