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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,604 |
401K INVESTMENT PROF.7 years Service code 27 · EIN 81-1279447 | Advisory (Plan) | $29,532 |
WIPFLI LLP8 years Service code 10 PO BOX 3160 · MILWAUKEE, WI 53201 | Accounting | $6,500 |
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.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,236 | $53,136-29.9% | $155,509-76.1% | $199,593-81.3% |
| Participation rate | 15.7% | 64.1%-48.3pp | 78.2%-62.5pp | 72.0%-56.2pp |
| Annual return | 14.26% | 41.15%-26.9pp | 64.67%-50.4pp | 34.25%-20.0pp |
| Employer contribution / active EE | $223 | $1,851-88.0% | $4,672-95.2% | $3,034-92.6% |
| Participant deferral / active EE | $694 | $3,161-78.0% | $5,626-87.7% | $5,087-86.3% |
| Admin fee / account holder | $187 | $185+0.7% | $15,912-98.8% | $269-30.5% |