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| Provider | Service type | Compensation |
|---|---|---|
KERBERROSE WEALTH MANAGEMENT3 years Filed as: KERBERROSE WEALTH MANAGEMENT LLC Service code 27 115 E 5TH ST · SHAWANO, WI 54166 | Advisory (Plan) | $24,714 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSENALLEN LLP Service code 10 1175 LOMBARDI AVE SUITE 200 · GREEN BAY, WI 54304 | Accounting | $16,538 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,065 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,484 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,951 | $57,763+38.4% | $112,228-28.8% | $71,529+11.8% |
| Participation rate | 41.2% | 58.9%-17.8pp | 72.4%-31.3pp | 67.9%-26.8pp |
| Annual return | 17.35% | 18.26%-0.9pp | 30.23%-12.9pp | 28.97%-11.6pp |
| Employer contribution / active EE | $261 | $1,916-86.4% | $3,432-92.4% | $2,590-89.9% |
| Participant deferral / active EE | $2,003 | $2,865-30.1% | $4,800-58.3% | $4,291-53.3% |
| Admin fee / account holder | $437 | $1,563-72.0% | $7,752-94.4% | $1,588-72.5% |