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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.6+ years Service code 13 · EIN 39-6576073 | Contract Administrator | $140,981 |
MILLIMAN, INC.5 years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $106,577 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $99,230 |
GOLDMAN SACHS2 years Filed as: CORBIN CAPITAL PARTNERS, L.P Service code 28 · EIN 30-0299433 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Investment Management | $88,908 |
AMERICAN FUNDS3 years Filed as: CRESCENT CAPITAL INVESTMENT TRUST Service code 28 · EIN 32-6471303 | Investment Management | $75,379 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: HATTERAS INVESTMENT PARTNERS LLC Service code 28 · EIN 20-0225999 | Investment Management | $74,191 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 7501 WISCONSIN AVENUE, STE 1300W · BETHESDA, MD 20814 | Investment Management | $65,888 |
REINHART BOERNER VAN DEUREN S.C.6+ years Service code 29 · EIN 39-1126909 | Legal | $62,469 |
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $55,000 |
BENEFIT PLAN ADMINISTRATORS6+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 | Plan Administrator | $47,911 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 11.16% | 6.82%+4.3pp | 8.01%+3.2pp | 12.86%-1.7pp |
| Employer contribution / active EE | $9,432 | $12,695-25.7% | $29,476-68.0% | $13,687-31.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |