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| Provider | Service type | Compensation |
|---|---|---|
AMP WEALTH MANAGMENT8+ years Service code 28 421 E. SILVER SPRING DR., STE. 3 · WHITEFISH BAY, WI 53217 | Investment Management | $98,181 |
DUNBAR, BENDER & ZAPF, INC.8+ years Filed as: DUNBAR, BENDER, & ZAPF, INC. Service code 11 · EIN 25-1650062 | Actuarial | $24,075 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $14,175 |
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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 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -7.68% | -10.37%+2.7pp | -38.86%+31.2pp | 2.77%-10.4pp |
| Employer contribution / active EE | $4,709 | $8,700-45.9% | $37,752-87.5% | $15,262-69.1% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |