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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH2+ years Filed as: HENDERSON GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $172,559 |
NORTHERN CAPITAL MANAGEMENT2+ years Service code 28 · EIN 39-1541077 | Investment Management | $133,088 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $100,278 |
MADISON INVESTMENT ADVISORS2+ years Service code 28 · EIN 39-1194160 | Investment Management | $93,168 |
SVA PLUMB FINANCIAL2+ years Filed as: SVA PLUMB FINANCIAL, LLC Service code 28 1221 JOHN Q. HAMMONS DRIVE · MADISON, WI 53717 | Investment Management | $68,508 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $23,000 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 19 8020 EXCELSIOR DRIVE, SUITE 400 · MADISON, WI 537171998 | Securities Custodian | $17,230 |
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.
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 | $239,446 | $80,177+198.6% | $123,894+93.3% | $57,658+315.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 4.94% | 17.90%-13.0pp | 47.52%-42.6pp | 5.13%-0.2pp |
| Employer contribution / active EE | $13,003 | $2,913+346.4% | $4,617+181.7% | $1,974+558.8% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $1,523 | $106+1332.2% | $8,357-81.8% | $95+1510.7% |