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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS10+ years Filed as: ROBERT W. BAIRD INC. Service code 28 · EIN 39-6037917 PO BOX 672 · MILWAUKEE, WI 53201 | Investment Management | $180,071 |
MERCER10+ years Filed as: WILLIAM M. MERCER INC. Service code 11 · EIN 13-2834414 411 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Actuarial | $67,284 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX Service code 21 | Bank Trustee | $25,781 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 39-0859910 115 S 84TH STREET · MILWAUKEE, WI 53214 | Accounting | $13,600 |
Filed as: ONE AMERICA Service code 21 | Bank Trustee | $4,372 |
BMO HARRIS BANK NA10+ years Filed as: BMO HARRIS TRUST COMPANY Service code 21 · EIN 39-1186267 111 EAST KILBOURN AVENUE · MILWAUKEE, WI 53202 | Bank Trustee | $0 |
CONTEGO3 years Service code 28 · EIN 39-1664222 411 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $0 |
MADISON INVESTMENT ADVISORS3 years Filed as: MADISON INVESTMENTS Service code 28 | Investment Management | $0 |
QUARLES & BRADY LLP9 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.10+ 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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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,198-100.0% | $458,700-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 11.0%-11.0pp |
| Annual return | 9.69% | 8.04%+1.6pp | 8.61%+1.1pp | 8.21%+1.5pp |
| Employer contribution / active EE | $0 | $8,285-100.0% | $33,036-100.0% | $13,837-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $33,172-100.0% | $1,652-100.0% |