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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172175 | Accounting | $16,150 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $10,176 |
BPA OF WI A BENESYS COMPANY2 years Service code 14 · EIN 39-1400101 | Plan Administrator | $9,028 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,656 | $80,332-81.8% | $107,187-86.3% | $64,097-77.1% |
| Participation rate | 100.0% | 54.4%+45.6pp | 75.0%+25.0pp | 55.2%+44.8pp |
| Annual return | 5.80% | 24.26%-18.5pp | 204.55%-198.8pp | 34.64%-28.8pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $633 | $3,109-79.6% | $5,096-87.6% | $3,080-79.4% |
| Admin fee / account holder | $314 | $4,314-92.7% | $9,162-96.6% | $3,454-90.9% |