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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP1+ years Service code 13 3703 OAKWOOD HILLS PKWY · EAU CLAIRE, WI 547017756 | Contract Administrator | $7,560 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,076 | $46,732+43.5% | $156,551-57.2% | $55,167+21.6% |
| Participation rate | 83.9% | 65.8%+18.1pp | 84.0%-0.1pp | 69.0%+14.9pp |
| Annual return | -2.30% | 17.72%-20.0pp | 32.23%-34.5pp | 169.23%-171.5pp |
| Employer contribution / active EE | $1,378 | $2,105-34.5% | $5,501-74.9% | $1,963-29.8% |
| Participant deferral / active EE | $2,652 | $2,204+20.3% | $4,871-45.5% | $3,054-13.2% |
| Admin fee / account holder | $31 | $418-92.5% | $13,028-99.8% | $504-93.8% |