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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KERBERROSE WEALTH MANAGEMENT LLC Service code 27 115 E 5TH ST · SHAWANO, WI 54166 | Advisory (Plan) | $27,040 |
CLIFTONLARSONALLEN LLP3 years Service code 10 1175 LOMBARDI AVE SUITE 200 · GREEN BAY, WI 54304 | Accounting | $7,455 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,399 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,164 | $65,862+26.3% | $124,694-33.3% | $79,389+4.8% |
| Participation rate | 44.1% | 62.2%-18.2pp | 74.6%-30.5pp | 70.7%-26.6pp |
| Annual return | 13.41% | 19.02%-5.6pp | 5144.82%-5131.4pp | 116.89%-103.5pp |
| Employer contribution / active EE | $295 | $1,883-84.3% | $3,325-91.1% | $2,428-87.8% |
| Participant deferral / active EE | $1,982 | $2,772-28.5% | $4,615-57.1% | $4,046-51.0% |
| Admin fee / account holder | $369 | $673-45.2% | $7,495-95.1% | $626-41.1% |