Filed May 14, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $118,259 |
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 21 · EIN 04-2452803 | Bank Trustee | $71,229 |
US BANK5+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $59,972 |
WIPFLI LLP5+ years Service code 10 · EIN 39-0758449 | Accounting | $14,900 |
MICHAEL BEST & FRIEDRICH LLP4 years Service code 29 100 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Legal | $1,592 |
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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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | 15.94% | 4.63%+11.3pp | 29.77%-13.8pp | 12.16%+3.8pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |