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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP4 years Service code 10 · EIN 39-0758449 | Accounting | $29,750 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $29,464 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,238 |
Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $8,310 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,039 | $101,591+9.3% | $147,096-24.5% | $74,429+49.2% |
| Participation rate | 92.3% | 75.5%+16.7pp | 82.2%+10.1pp | 67.2%+25.0pp |
| Annual return | 14.41% | 8746.45%-8732.0pp | 419.75%-405.3pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $2,008 | $3,813-47.3% | $4,936-59.3% | $2,625-23.5% |
| Participant deferral / active EE | $9,539 | $7,302+30.6% | $8,071+18.2% | $4,348+119.4% |
| Admin fee / account holder | $418 | $1,750-76.1% | $13,005-96.8% | $1,944-78.5% |