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| Provider | Service type | Compensation |
|---|---|---|
PAI2+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $5,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $19,988 | $77,638-74.3% | $156,551-87.2% | $62,881-68.2% |
| Participation rate | 0.0% | 71.2%-71.2pp | 84.0%-84.0pp | 69.3%-69.3pp |
| Annual return | 1.52% | 50.33%-48.8pp | 32.23%-30.7pp | 20.14%-18.6pp |
| Employer contribution / active EE | $500 | $3,444-85.5% | $5,501-90.9% | $2,281-78.1% |
| Participant deferral / active EE | $554 | $3,046-81.8% | $4,871-88.6% | $3,203-82.7% |
| Admin fee / account holder | $84 | $5,561-98.5% | $13,028-99.4% | $4,296-98.0% |