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| Provider | Service type | Compensation |
|---|---|---|
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART BOERNER VAN DEUREN S.C Service code 29 · EIN 39-1126909 | Legal | $114,075 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $71,293 |
WISCONSIN SHEET METAL H&W FUND1+ years Filed as: WISCONSIN ELECTRICAL EMPLOYEE BENEF Service code 13 · EIN 39-1651543 | Contract Administrator | $38,428 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $33,970 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $22,140 |
ANDCO CONSULTING1+ years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $20,625 |
Filed as: JENSEN INVESTMENT MANAGEMENT Service code 28 · EIN 93-0978027 | Investment Management | $10,890 |
US BANK1+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $6,345 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,707 | $88,770+183.5% | $109,191+130.5% | $93,010+170.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 15.45% | 60.64%-45.2pp | 25.76%-10.3pp | 158.70%-143.3pp |
| Employer contribution / active EE | $10,976 | $3,780+190.4% | $3,723+194.8% | $2,705+305.7% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $246 | $172+42.9% | $6,756-96.4% | $152+62.4% |