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| Provider | Service type | Compensation |
|---|---|---|
Filed as: REINHART, BOERNER, VAN DEUREN, NORR Service code 40 · EIN 39-1126909 | Foreign entity (e.g., an agent or bro... | $60,419 |
GREEN HASSON JANKS1 year Filed as: GREEN BAY ELECT - LOCAL UNION 158 Service code 64 · EIN 39-0940777 | Recordkeeping Fees | $32,441 |
THE BOGDAHN GROUP1 year Service code 49 · EIN 59-3676225 | Other Services | $32,000 |
BAUMAN ASSOCIATES1 year Filed as: BAUMAN ASSOCIATES LTD Service code 49 · EIN 39-1277627 | Other Services | $21,624 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,300 | $57,921+128.4% | $84,753+56.1% | $57,658+129.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 7.31% | 10.24%-2.9pp | 22.78%-15.5pp | 5.13%+2.2pp |
| Employer contribution / active EE | $6,328 | $2,598+143.5% | $3,574+77.0% | $1,974+220.6% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $318 | $130+145.1% | $5,333-94.0% | $95+236.2% |