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| Provider | Service type | Compensation |
|---|---|---|
PROVIDENT TRUST COMPANY1 year Service code 27 · EIN 39-2002404 N16 W23217 STONE RIDGE DR. · WAUKESHA, WI 531881199 | Advisory (Plan) | $15,688 |
Filed as: AD BEADELL Service code 27 · EIN 39-1572238 10224 N. PORT WASHINGTON RD. · MEQUON, WI 53092 | Advisory (Plan) | $10,977 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 13.91% | 15.60%-1.7pp | 29.77%-15.9pp | 16.32%-2.4pp |
| Employer contribution / active EE | $18,587 | $11,838+57.0% | $33,607-44.7% | $17,007+9.3% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |