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| Provider | Service type | Compensation |
|---|---|---|
WISCONSIN BANK & TRUST1 year Service code 19 · EIN 39-0226090 | Securities Custodian | $45,879 |
Service code 11 · EIN 45-3569850 | Actuarial | $24,050 |
WILMINGTON TRUST2 years Filed as: PENCHECKS TRUST COMPANY OF AMERICA Service code 99 · EIN 33-6134835 | Other Fees | $9,437 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,060-100.0% | $54,060-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | 8.79% | 7.73%+1.1pp | 36.37%-27.6pp | 9.30%-0.5pp |
| Employer contribution / active EE | $0 | $59,889-100.0% | $37,223-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |