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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH5 years Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $285,148 |
KOVITZ INVESTMENT GROUP6 years Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 28 115 SOUTH LASALLE STREET 27TH FLOOR · CHICAGO, IL 60603 | Investment Management | $205,143 |
Filed as: MIDWEST INSTITUTIONAL TRUST Service code 19 · EIN 93-1799133 | Securities Custodian | $177,809 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 28 1221 JOHN Q. HAMMONS DRIVE · MADISON, WI 53717 | Investment Management | $146,873 |
MADISON INVESTMENT ADVISORS10+ years Service code 28 · EIN 39-1194160 | Investment Management | $143,963 |
ISTHMUS PARTNERS, LLC5 years Service code 27 ONE PINCKNEY STREET, SUITE 818 · MADISON, WI 53703 | Advisory (Plan) | $88,537 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-0859910 | Accounting | $32,550 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO., INCORPORATED Service code 19 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 532025391 | Securities Custodian | $25,470 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 19 8020 EXCELSIOR DRIVE, SUITE 400 · MADISON, WI 537171998 | Securities Custodian | $11,330 |
GODFREY & KAHN2 years Filed as: GODFREY & KAHN, S.C. Service code 29 833 E. MICHIGAN STREET, SUITE 1800 · MILWAUKEE, WI 53202 | Legal | $10,859 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,755 | $106,264+221.6% | $147,117+132.3% | $77,762+339.5% |
| Participation rate | 99.8% | 78.4%+21.4pp | 82.2%+17.6pp | 70.6%+29.2pp |
| Annual return | 10.20% | 56.94%-46.7pp | 420.54%-410.3pp | 31.27%-21.1pp |
| Employer contribution / active EE | $34,108 | $4,074+737.2% | $4,932+591.5% | $2,728+1150.3% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $2,031 | $334+507.5% | $12,993-84.4% | $433+369.2% |