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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS PLAN PLUS LLC1+ years Filed as: BENEFITS PLAN ADMINITRATION OF WI Service code 15 · EIN 39-1400101 | Recordkeeping | $50,697 |
THE PREVIANT LAW FIRM, S.C.1+ years Filed as: PREVIANT, GOLDBERG, UELMEN, GRATZ Service code 27 · EIN 39-1211596 | Advisory (Plan) | $22,969 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,150 |
SVA CERTIFIED PUBLIC ACCOUNTANTS1+ years Filed as: SVA CERTIFIED PUBLIC ACCOUNTANTS SC Service code 10 · EIN 39-1203191 | Accounting | $13,350 |
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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 | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -0.11% | 3.49%-3.6pp | 4.16%-4.3pp | 7.18%-7.3pp |
| Employer contribution / active EE | $10,933 | $11,083-1.4% | $29,966-63.5% | $13,095-16.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |