Filed April 28, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 720 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Services | $6,943 |
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $5,330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,235 | $46,732-76.0% | $156,551-92.8% | $55,167-79.6% |
| Participation rate | 15.8% | 65.8%-50.0pp | 84.0%-68.2pp | 69.0%-53.2pp |
| Annual return | 7.39% | 17.72%-10.3pp | 32.23%-24.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $102 | $2,105-95.1% | $5,501-98.1% | $1,963-94.8% |
| Participant deferral / active EE | $577 | $2,204-73.8% | $4,871-88.1% | $3,054-81.1% |
| Admin fee / account holder | $64 | $418-84.7% | $13,028-99.5% | $504-87.3% |