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| Provider | Service type | Compensation |
|---|---|---|
WARADY & DAVIS LLP2 years Filed as: WARADY & DAVIS, LLP Service code 10 · EIN 36-2170602 | Accounting | $11,000 |
RLW ASSOCIATES, LLC2 years Filed as: RLW ASSOCIATES, INC. Service code 27 · EIN 47-5206941 | Advisory (Plan) | $10,000 |
US BANK2 years Service code 21 777 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Bank Trustee | $9,174 |
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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 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 12.21% | 11.70%+0.5pp | 7.32%+4.9pp | 18.35%-6.1pp |
| Employer contribution / active EE | $16,667 | $9,106+83.0% | $23,426-28.9% | $14,669+13.6% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |