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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 31-1051736 | Investment Management | $59,929 |
REINHART BOERNER VAN DEUREN S.C.3+ years Service code 29 · EIN 39-1126909 | Legal | $58,670 |
Service code 11 · EIN 13-3954297 | Actuarial | $55,782 |
GOLDMAN SACHS1 year Filed as: COPPER ROCK CAPITAL PARTNERS LLC Service code 28 · EIN 27-2016436 | Investment Management | $30,460 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $29,000 |
FREYBERG HINKLE ET AL3+ years Filed as: FREYBERG HINKLE ASHLAND POWERS & ST Service code 10 · EIN 39-1531945 | Accounting | $28,145 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.21% | 13.03%+0.2pp | 10.36%+2.8pp | 23.90%-10.7pp |
| Employer contribution / active EE | $756 | $15,779-95.2% | $37,738-98.0% | $16,539-95.4% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |