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| Provider | Service type | Compensation |
|---|---|---|
AMP WEALTH MANAGMENT6+ years Service code 28 421 E. SILVER SPRING DR., STE. 3 · WHITEFISH BAY, WI 53217 | Investment Management | $87,703 |
DUNBAR, BENDER & ZAPF, INC.6+ years Filed as: DUNBAR, BENDER, & ZAPF, INC. Service code 11 · EIN 25-1650062 | Actuarial | $31,700 |
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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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 5.40% | 10.64%-5.2pp | 90.61%-85.2pp | 11.45%-6.1pp |
| Employer contribution / active EE | $4,800 | $11,339-57.7% | $32,730-85.3% | $17,219-72.1% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |