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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 47-5593281 | Plan Administrator | $182,032 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $117,468 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART, BOERNER, VAN DEUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $63,770 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $62,563 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Service code 10 · EIN 31-1051736 | Accounting | $39,183 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 22 · EIN 46-0619194 | Insurance Broker | $25,958 |
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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 | 6.50% | 5.34%+1.2pp | 9.14%-2.6pp | 9.30%-2.8pp |
| Employer contribution / active EE | $2,591 | $9,329-72.2% | $40,523-93.6% | $12,551-79.4% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |