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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP1 year Filed as: WIPFL LLP Service code 27 · EIN 03-9075849 | Advisory (Plan) | $19,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,863 |
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.)
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,093 | $89,093-61.7% | $102,434-66.7% | $77,736-56.1% |
| Participation rate | 84.8% | 80.9%+3.9pp | 76.5%+8.3pp | 70.6%+14.3pp |
| Annual return | 10.74% | 25.03%-14.3pp | 29.46%-18.7pp | 31.26%-20.5pp |
| Employer contribution / active EE | $326 | $2,699-87.9% | $3,023-89.2% | $2,728-88.0% |
| Participant deferral / active EE | $3,454 | $5,147-32.9% | $5,055-31.7% | $4,651-25.7% |
| Admin fee / account holder | $532 | $236+125.8% | $9,462-94.4% | $433+22.9% |