Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $305,687 |
KOVITZ INVESTMENT GROUP7 years Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 28 115 SOUTH LASALLE STREET 27TH FLOOR · CHICAGO, IL 60603 | Investment Management | $209,809 |
Filed as: MIDWEST INSTITUTIONAL TRUST Service code 19 · EIN 93-1799133 | Securities Custodian | $182,422 |
Service code 28 1221 JOHN Q. HAMMONS DRIVE · MADISON, WI 53717 | Investment Management | $151,972 |
MADISON INVESTMENT ADVISORS11+ years Service code 28 · EIN 39-1194160 | Investment Management | $148,566 |
ISTHMUS PARTNERS, LLC6 years Service code 27 ONE PINCKNEY STREET, SUITE 818 · MADISON, WI 53703 | Advisory (Plan) | $102,356 |
Filed as: ROBERT W. BAIRD & CO., INCORPORATED Service code 19 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 532025391 | Securities Custodian | $46,933 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $33,705 |
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.
The auditor signed off without reservation. This is the cleanest opinion.