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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $121,299 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $99,833 |
ASSOCIATED TRUST COMPANY, N.A.5+ years Service code 13 · EIN 39-6576073 | Contract Administrator | $89,219 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: HATTERAS INVESTMENT PARTNERS LLC Service code 28 · EIN 20-0225999 | Investment Management | $88,297 |
REINHART BOERNER VAN DEUREN S.C.5+ years Service code 29 · EIN 39-1126909 | Legal | $64,654 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 7501 WISCONSIN AVENUE, STE 1300W · BETHESDA, MD 20814 | Investment Management | $64,482 |
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL INVESTMENT TRUST Service code 28 · EIN 32-6471303 | Investment Management | $53,615 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $52,500 |
GOLDMAN SACHS1 year Filed as: CORBIN CAPITAL PARTNERS, L.P Service code 28 · EIN 30-0299433 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Investment Management | $45,449 |
Service code 28 · EIN 20-0292745 | Investment Management | $42,610 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 16.64% | 12.20%+4.4pp | 10.56%+6.1pp | 21.83%-5.2pp |
| Employer contribution / active EE | $9,915 | $12,801-22.5% | $30,199-67.2% | $12,237-19.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |