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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $162,027 |
ASSOCIATED TRUST COMPANY, N.A.7+ years Service code 13 · EIN 39-6576073 | Contract Administrator | $143,439 |
AMERICAN FUNDS4 years Filed as: CRESCENT CAPITAL INVESTMENT TRUST Service code 28 · EIN 32-6471303 | Investment Management | $140,039 |
GOLDMAN SACHS3 years Filed as: CORBIN CAPITAL PARTNERS, L.P Service code 28 · EIN 30-0299433 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Investment Management | $123,857 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $103,266 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: HATTERAS INVESTMENT PARTNERS LLC Service code 28 · EIN 20-0225999 | Investment Management | $102,697 |
REINHART BOERNER VAN DEUREN S.C.7+ years Service code 29 · EIN 39-1126909 | Legal | $88,254 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 7501 WISCONSIN AVENUE, STE 1300W · BETHESDA, MD 20814 | Investment Management | $70,724 |
Service code 28 · EIN 20-0292745 | Investment Management | $65,282 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $55,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 12.32% | 19.37%-7.0pp | 11.08%+1.2pp | 15.63%-3.3pp |
| Employer contribution / active EE | $9,265 | $13,107-29.3% | $28,418-67.4% | $11,476-19.3% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |