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| Provider | Service type | Compensation |
|---|---|---|
PAI1 year Service code 13 1201 ENTERPRISE DRIVE, SUITE D · DE PERE, WI 54115 | Contract Administrator | $9,519 |
SLC MANAGEMENT1 year Filed as: SUN STONE FINANCIAL Service code 27 2554 E MOUNTAIN SKY AVE · PHOENIX, AZ 85048 | Advisory (Plan) | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,208 | $64,729-93.5% | $112,263-96.3% | $68,490-93.9% |
| Participation rate | 94.7% | 67.2%+27.6pp | 75.1%+19.7pp | 67.9%+26.8pp |
| Annual return | -20.42% | -11.40%-9.0pp | 27.49%-47.9pp | -7.85%-12.6pp |
| Employer contribution / active EE | $901 | $2,746-67.2% | $3,636-75.2% | $2,597-65.3% |
| Participant deferral / active EE | $2,017 | $3,566-43.4% | $4,729-57.4% | $4,028-49.9% |
| Admin fee / account holder | $53 | $5,222-99.0% | $6,410-99.2% | $5,403-99.0% |