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| Provider | Service type | Compensation |
|---|---|---|
Filed as: REINHART, BOERNER, VAN DEUREN, NORR Service code 49 · EIN 39-1126909 | Other Services | $55,592 |
THE BOGDAHN GROUP2 years Service code 49 · EIN 59-3676225 | Other Services | $40,000 |
BAUMAN ASSOCIATES2 years Filed as: BAUMAN ASSOCIATES LTD Service code 49 · EIN 39-1277627 | Other Services | $29,453 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $26,807 |
UNION INSURANCE GROUP1 year Service code 49 · EIN 36-4226088 | Other Services | $17,995 |
GREEN HASSON JANKS1 year Filed as: GREEN BAY ELECT-LOCAL UNION 158 Service code 49 · EIN 39-0940777 | Other Services | $10,135 |
Service code 49 · EIN 39-0940777 | Other Services | $7,313 |
DON A SLABAUGH, LLC1 year Filed as: DON ALLEN Service code 49 GREEN BAY ELECTRICAL WORKERS · GREEN BAY, WI 54311 | Other Services | $0 |
JESSE JACQUES1 year Service code 49 GREEN BAY ELECTRICAL WORKERS · GREEN BAY, WI 54311 | Other Services | $0 |
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 | $153,149 | $60,545+152.9% | $92,240+66.0% | $69,631+119.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 16.68% | 19.71%-3.0pp | 176.29%-159.6pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $7,234 | $2,633+174.7% | $3,680+96.6% | $2,032+256.0% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $472 | $145+225.9% | $5,194-90.9% | $110+327.2% |