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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS, IN Service code 26 · EIN 48-1205033 600 S. NICOLET RD. · APPLETON, WA 54914 | Advisory (Participants) | $9,294 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE Service code 26 · EIN 39-1816008 600 S. NICOLET RD. · APPLETON, WI 54914 | Advisory (Participants) | $6,500 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 34-1542819 ONE NORTH JEFFERSON · ST. LOUIS, MO 63103 | Advisory (Participants) | $3,981 |
Filed as: TRANSAMERICA Service code 15 · EIN 39-0989781 6400 C STREET SW · CEDAR RAPIDS, IA 52404 | Recordkeeping | $850 |
Service code 26 · EIN 61-1732930 35 E WACKER DRIVE · CHICAGO, IL 60601 | Advisory (Participants) | $318 |
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.
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 | $20,059 | $78,682-74.5% | $109,188-81.6% | $85,851-76.6% |
| Participation rate | 53.3% | 68.3%-15.0pp | 75.9%-22.6pp | 69.3%-16.1pp |
| Annual return | 12.28% | 25.09%-12.8pp | 25.76%-13.5pp | 318.63%-306.4pp |
| Employer contribution / active EE | $695 | $2,734-74.6% | $3,723-81.3% | $2,565-72.9% |
| Participant deferral / active EE | $1,364 | $3,468-60.7% | $4,654-70.7% | $3,952-65.5% |
| Admin fee / account holder | $246 | $5,470-95.5% | $6,755-96.4% | $6,261-96.1% |