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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $32,343 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,744 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $9,179 |
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 | $98,829 | $104,482-5.4% | $159,455-38.0% | $79,393+24.5% |
| Participation rate | 94.4% | 76.6%+17.8pp | 82.8%+11.6pp | 70.7%+23.7pp |
| Annual return | 14.45% | 67.96%-53.5pp | 263.63%-249.2pp | 116.87%-102.4pp |
| Employer contribution / active EE | $2,306 | $3,416-32.5% | $4,830-52.3% | $2,428-5.0% |
| Participant deferral / active EE | $8,429 | $6,467+30.3% | $7,353+14.6% | $4,046+108.3% |
| Admin fee / account holder | $387 | $711-45.5% | $10,800-96.4% | $627-38.2% |