Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PAI1+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $12,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,411 | $57,108-73.0% | $94,228-83.6% | $52,331-70.6% |
| Participation rate | 60.6% | 72.9%-12.4pp | 78.8%-18.2pp | 68.1%-7.6pp |
| Annual return | 2.29% | 1.47%+0.8pp | 10.68%-8.4pp | 4.54%-2.3pp |
| Employer contribution / active EE | $1,907 | $1,735+9.9% | $3,587-46.8% | $1,882+1.4% |
| Participant deferral / active EE | $2,393 | $3,040-21.3% | $4,320-44.6% | $3,022-20.8% |
| Admin fee / account holder | $70 | $546-87.1% | $6,269-98.9% | $592-88.1% |