Filed May 14, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 21 · EIN 04-2452803 | Bank Trustee | $124,865 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $123,664 |
MICHAEL BEST & FRIEDRICH LLP9 years Service code 29 100 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Legal | $61,569 |
WIPFLI LLP10+ years Service code 10 · EIN 39-0758449 | Accounting | $20,800 |
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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 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 4.53% | 3.31%+1.2pp | 5.04%-0.5pp | 13.05%-8.5pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |