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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 47-5593281 | Plan Administrator | $133,847 |
REINHART BOERNER VAN DEUREN S.C.10+ years Service code 29 · EIN 39-1126909 | Legal | $76,171 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $59,363 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Service code 28 · EIN 31-1051736 | Investment Management | $57,463 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $35,000 |
MILLIMAN, INC.1 year Service code 22 71 S WACKER DRIVE · CHICAGO, IL 60606 | Insurance Broker | $32,566 |
BUCK GLOBAL, LLC5 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $10,967 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 22 | Insurance Broker | $2,538 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 6.83% | 8.04%-1.2pp | 9.14%-2.3pp | 8.76%-1.9pp |
| Employer contribution / active EE | $1,007 | $10,583-90.5% | $40,523-97.5% | $16,650-94.0% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |