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| Provider | Service type | Compensation |
|---|---|---|
PAI2 years Service code 13 1201 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $9,275 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 1655 43RD STREET SOUTH · FARGO, ND 58103 | Recordkeeping | $6,962 |
SUNSTONE FINANCIAL1 year Service code 27 803 W MICHIGAN ST · MILWAUKEE, WI 53233 | Advisory (Plan) | $2,566 |
PAI1 year Filed as: PAI TRUST Service code 19 3904 W. TECHNOLOGY CIRCLE · SIOUX FALLS, SD 57106 | Securities Custodian | $1,906 |
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 | $9,873 | $73,988-86.7% | $96,538-89.8% | $75,177-86.9% |
| Participation rate | 89.2% | 66.4%+22.7pp | 74.3%+14.8pp | 67.2%+22.0pp |
| Annual return | 15.62% | 26.73%-11.1pp | 35.74%-20.1pp | 160.75%-145.1pp |
| Employer contribution / active EE | $947 | $2,930-67.7% | $3,740-74.7% | $2,671-64.5% |
| Participant deferral / active EE | $2,440 | $3,660-33.3% | $4,880-50.0% | $4,126-40.9% |
| Admin fee / account holder | $237 | $5,220-95.5% | $6,737-96.5% | $5,651-95.8% |