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| Provider | Service type | Compensation |
|---|---|---|
ACUMEN WEALTH ADVISORS1 year Filed as: ACUMEN ADVISORY SERVICES, LLC Service code 25 PO BOX 386 · MUSKEGO, WI 53150 | Directed Trustee | $18,000 |
Service code 10 1221 JOHN HAMMONS DR · MADISON, WI 53717 | Accounting | $12,500 |
RESONANT CAPITAL ADVISORS2 years Service code 27 33 E MAIN ST · MADISON, WI 53703 | Advisory (Plan) | $5,438 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,379 | $173,526-79.6% | $136,072-74.0% | $145,884-75.7% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.4%-76.4pp | 80.3%-80.3pp |
| Annual return | 4.38% | 1167.12%-1162.7pp | 580.46%-576.1pp | 551.85%-547.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,216-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,711-100.0% | $7,028-100.0% | $6,690-100.0% |
| Admin fee / account holder | $240 | $9,665-97.5% | $6,718-96.4% | $13,392-98.2% |