Filed August 6, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $516,609 |
Service code 27 · EIN 39-0394950 | Advisory (Plan) | $35,000 |
Filed as: FIRST BUSINESS Service code 28 · EIN 39-0394950 | Investment Management | $17,500 |
RICHEY MAY & CO LLP4+ years Filed as: RICHEY MAY & CO. Service code 10 · EIN 71-0911208 | Accounting | $10,250 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,713 | $104,281-80.1% | $140,019-85.2% | $68,904-69.9% |
| Participation rate | 95.1% | 89.1%+5.9pp | 87.5%+7.6pp | 74.1%+20.9pp |
| Annual return | 0.93% | -1.33%+2.3pp | 651.19%-650.3pp | 1.07%-0.1pp |
| Employer contribution / active EE | $0 | $4,070-100.0% | $5,605-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $5,583 | $6,129-8.9% | $6,927-19.4% | $4,015+39.0% |
| Admin fee / account holder | $82 | $79+4.8% | $10,705-99.2% | $71+15.7% |