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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS PLAN PLUS LLC2+ years Filed as: BENEFITS PLAN ADMINITRATION OF WI Service code 15 · EIN 39-1400101 | Recordkeeping | $33,099 |
THE PREVIANT LAW FIRM, S.C.2+ years Filed as: PREVIANT, GOLDBERG, UELMEN, GRATZ Service code 27 · EIN 39-1211596 | Advisory (Plan) | $24,619 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,432 |
SVA CERTIFIED PUBLIC ACCOUNTANTS2+ years Filed as: SVA CERTIFIED PUBLIC ACCOUNTANTS SC Service code 10 · EIN 39-1203191 | Accounting | $12,650 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $90,272 | $90,2720% | $184,886-51.2% | $1,723,788-94.8% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 20.00% | 11.78%+8.2pp | 8.32%+11.7pp | 23.90%-3.9pp |
| Employer contribution / active EE | $9,121 | $11,309-19.3% | $30,793-70.4% | $16,539-44.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $337 | $3370% | $2,802-88.0% | $18,975-98.2% |