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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH1+ years Filed as: HENDERSON GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $172,770 |
NORTHERN CAPITAL MANAGEMENT1+ years Service code 28 · EIN 39-1541077 | Investment Management | $142,966 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $97,379 |
MADISON INVESTMENT ADVISORS1+ years Service code 28 · EIN 39-1194160 | Investment Management | $90,493 |
SVA PLUMB FINANCIAL1+ years Filed as: SVA PLUMB FINANCIAL, LLC Service code 28 1221 JOHN Q. HAMMONS DRIVE · MADISON, WI 53717 | Investment Management | $74,606 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $25,710 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 19 8020 EXCELSIOR DRIVE, SUITE 400 · MADISON, WI 537171998 | Securities Custodian | $15,596 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $237,823 | $88,324+169.3% | $115,038+106.7% | $55,191+330.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 0.26% | 6.30%-6.0pp | 26.14%-25.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $14,182 | $2,805+405.6% | $4,608+207.8% | $1,899+646.9% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $1,592 | $105+1410.4% | $8,175-80.5% | $91+1653.3% |