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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $589,670 |
BMO HARRIS BANK NA3+ years Service code 20 · EIN 36-2085229 | Direct payment from the plan; Trustee... | $35,134 |
FOLEY & LARDNER LLP1 year Service code 29 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 532025306 | Legal | $28,833 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 4.33% | 79.68%-75.4pp | 16.78%-12.4pp | 23.90%-19.6pp |
| Employer contribution / active EE | $11,111 | $21,735-48.9% | $26,328-57.8% | $16,539-32.8% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |