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| Provider | Service type | Compensation |
|---|---|---|
SES ADVISORS, INC.2+ years Service code 15 · EIN 26-0567676 | Recordkeeping | $13,795 |
ESI2+ years Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $8,200 |
FRYE & COMPANY, CPAS2+ years Service code 10 · EIN 45-4199441 | Accounting | $8,200 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,734 | $60,349-24.2% | $74,184-38.4% | $62,881-27.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 14.16% | 21.38%-7.2pp | 17.74%-3.6pp | 20.14%-6.0pp |
| Employer contribution / active EE | $10,241 | $1,680+509.5% | $2,370+332.1% | $2,281+349.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $194 | $4,261-95.5% | $5,586-96.5% | $4,296-95.5% |