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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $118,847 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART BOERNER VAN DEUREN S.C Service code 29 · EIN 39-1126909 | Legal | $91,974 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $29,942 |
ANDCO CONSULTING2+ years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $27,500 |
WISCONSIN SHEET METAL H&W FUND2+ years Filed as: WISCONSIN ELECTRICAL EMPLOYEE BENEF Service code 13 · EIN 39-1651543 | Contract Administrator | $16,113 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,565 | $76,774+171.7% | $112,270+85.8% | $77,906+167.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -17.89% | -10.25%-7.6pp | 27.49%-45.4pp | 12.16%-30.0pp |
| Employer contribution / active EE | $11,617 | $3,977+192.1% | $3,635+219.5% | $2,846+308.1% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $213 | $239-10.9% | $6,411-96.7% | $133+60.6% |