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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $55,453 |
RBC WEALTH MANAGEMENT1+ years Service code 28 1000 NORTH WATER STREET SUITE 1500 · MILWAUKEE, WI 53202 | Investment Management | $30,905 |
BAIRD FUNDS1+ years Filed as: ROBERT W BAIRD & CO INC Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $30,446 |
JOHNSON BANK1+ years Filed as: JOHNSON BANK TRUST SERVICES Service code 28 333 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $20,401 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $13,150 |
ARCATAUR CAPITAL MANAGEMENT1+ years Service code 28 826 NORTH PLANKINTON AVENUE SU 300 · MILWAUKEE, WI 53202 | Investment Management | $10,452 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 43-1273600 | Investment Management | $10,050 |
DIVERSIFIED MANAGEMENT INC1+ years Filed as: DIVERSIFIED MANAGEMENT, INC. Service code 28 8989 N PORT WASHINGTON ROAD, SU 208 · MILWAUKEE, WI 53217 | Investment Management | $9,544 |
Service code 28 W134 N8688 EXECUTIVE PARKWAY · MENOMONEE FALLS, WI 53051 | Investment Management | $9,341 |
INTRINSIC INVESTORS, LLC1+ years Service code 28 1200 N MAYFAIR ROAD SU 330 · MILWAUKEE, WI 53226 | Investment Management | $9,262 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,505 | $88,324+193.8% | $115,038+125.6% | $55,191+370.2% |
| Participation rate | 84.7% | 72.5%+12.2pp | 81.4%+3.3pp | 69.2%+15.5pp |
| Annual return | 0.13% | 6.30%-6.2pp | 26.14%-26.0pp | 10.78%-10.7pp |
| Employer contribution / active EE | $8,024 | $2,805+186.1% | $4,608+74.1% | $1,899+322.6% |
| Participant deferral / active EE | $8,349 | $5,042+65.6% | $6,026+38.5% | $3,046+174.1% |
| Admin fee / account holder | $345 | $105+227.6% | $8,175-95.8% | $91+280.3% |