| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT3 years Service code 27 · EIN 52-2288019 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Advisory (Plan) | $95,693 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL GROUP Service code 11 · EIN 31-1975125 1300 EAST NINTH ST SUITE 1900 · CLEVELAND, OH 44114 | Actuarial | $82,990 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN BENEFITS CORPORATION Service code 13 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $51,072 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE ST SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $45,000 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DR · MIAMISBURG, OH 45342 | Legal | $32,925 |
GRAY, GRIFFITH & MAYS, A.C.2 years Service code 10 · EIN 55-0621482 707 VIRGINIA STREET E 400 · CHARLESTON, WV 25301 | Accounting | $29,119 |
KEYBANK NATIONAL ASSOCIATION2 years Filed as: KEYBANK Service code 49 · EIN 34-1586030 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Other Services | $28,869 |
NATIONAL INVESTMENT SERVICES2 years Service code 27 777 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $21,952 |
FIDUCIARY MANAGEMENT, INC.5+ years Filed as: FIDUCIARY MANAGEMENT Service code 27 · EIN 39-1346018 100 EAST WISCONSIN AVE SUITE 2000 · MILWAUKEE, WI 53202 | Advisory (Plan) | $19,703 |
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 18.68% | 221.56%-202.9pp | 29.77%-11.1pp | 53.27%-34.6pp |
| Employer contribution / active EE | $12,445 | $12,096+2.9% | $33,607-63.0% | $14,774-15.8% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |