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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $12,543 |
DENALI WEALTH MANAGEMENT3+ years Service code 15 · EIN 27-1701487 4425 N PORT WASHINGTON ROAD · MILWAUKEE, WI 53202 | Recordkeeping | $8,000 |
REILLY, PENNER & BENTON LLP3+ years Filed as: REILLY PENNER & BENTON Service code 10 · EIN 39-0747409 1233 NORTH MAYFAIR ROAD · MILWAUKEE, WI 53226 | Accounting | $6,700 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,604 | $53,925+160.7% | $75,501+86.2% | $69,631+101.9% |
| Participation rate | 97.8% | 71.2%+26.6pp | 72.4%+25.5pp | 70.7%+27.2pp |
| Annual return | 18.93% | 17.84%+1.1pp | 27.35%-8.4pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $6,821 | $1,802+278.5% | $2,352+190.0% | $2,032+235.7% |
| Participant deferral / active EE | $7,082 | $2,569+175.7% | $3,142+125.4% | $3,224+119.7% |
| Admin fee / account holder | $87 | $97-10.7% | $5,801-98.5% | $110-21.5% |