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 | $144,327 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $94,824 |
WIPFLI LLP8+ years Service code 10 · EIN 39-0758449 | Accounting | $18,550 |
MICHAEL BEST & FRIEDRICH LLP7 years Service code 29 100 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Legal | $5,124 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -16.18% | -11.83%-4.3pp | -5.12%-11.1pp | -14.65%-1.5pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |