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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS11+ years Filed as: ROBERT W. BAIRD INC. Service code 28 · EIN 39-6037917 PO BOX 672 · MILWAUKEE, WI 53201 | Investment Management | $177,630 |
MERCER11+ years Filed as: WILLIAM M. MERCER INC. Service code 11 · EIN 13-2834414 411 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Actuarial | $60,800 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX Service code 21 | Bank Trustee | $39,931 |
BAKER TILLY US, LLP7 years Service code 10 · EIN 39-0859910 115 S 84TH STREET · MILWAUKEE, WI 53214 | Accounting | $17,000 |
Filed as: ONE AMERICA Service code 21 | Bank Trustee | $5,490 |
BMO HARRIS BANK NA11+ years Filed as: BMO HARRIS TRUST COMPANY Service code 21 · EIN 39-1186267 111 EAST KILBOURN AVENUE · MILWAUKEE, WI 53202 | Bank Trustee | $0 |
CONTEGO4 years Service code 28 · EIN 39-1664222 411 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $0 |
MADISON INVESTMENT ADVISORS4 years Filed as: MADISON INVESTMENTS Service code 28 | Investment Management | $0 |
QUARLES & BRADY LLP10+ years Filed as: QUARLES & BRADY CO. Service code 29 · EIN 39-0432630 411 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Legal | $0 |
REINHART BOERNER VAN DEUREN S.C.11+ years Filed as: REINHART PARTNERS INC Service code 28 · EIN 39-1711628 1500 WEST MARKET STREET · MEQUON, WI 53092 | Investment Management | $0 |
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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 | $33,981-100.0% | $893,103-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 63.2%-63.2pp | 15.3%-15.3pp |
| Annual return | 10.14% | 10.01%+0.1pp | 10.53%-0.4pp | 9.75%+0.4pp |
| Employer contribution / active EE | $0 | $6,930-100.0% | $32,400-100.0% | $13,830-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $4,376-100.0% | $2,810-100.0% |