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| Provider | Service type | Compensation |
|---|---|---|
WISCONSIN BANK & TRUST2 years Service code 19 · EIN 39-0226090 | Securities Custodian | $38,610 |
Service code 11 · EIN 45-3569850 | Actuarial | $18,800 |
WILMINGTON TRUST3 years Filed as: PENCHECKS TRUST COMPANY OF AMERICA Service code 99 · EIN 33-6134835 | Other Fees | $9,294 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,081-100.0% | $53,690-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | -11.36% | 0.10%-11.5pp | -4.80%-6.6pp | -14.65%+3.3pp |
| Employer contribution / active EE | $0 | $45,650-100.0% | $30,897-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |