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| Provider | Service type | Compensation |
|---|---|---|
WISCONSIN BANK & TRUST3 years Service code 19 · EIN 39-0226090 | Securities Custodian | $40,742 |
Service code 11 · EIN 45-3569850 | Actuarial | $18,600 |
COLEMAN & WILLIAMS, LTD.1 year Service code 10 · EIN 39-1658905 | Accounting | $18,000 |
WILMINGTON TRUST4 years Filed as: PENCHECKS TRUST COMPANY OF AMERICA Service code 99 · EIN 33-6134835 | Other Fees | $8,856 |
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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 | $89,087-100.0% | $80,293-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.8%-55.8pp |
| Annual return | 12.18% | 16.55%-4.4pp | 15.31%-3.1pp | 24.44%-12.3pp |
| Employer contribution / active EE | $0 | $42,466-100.0% | $28,686-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |