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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH3+ years Filed as: HENDERSON GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $199,986 |
NORTHERN CAPITAL MANAGEMENT3+ years Service code 28 · EIN 39-1541077 | Investment Management | $149,725 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $112,405 |
MADISON INVESTMENT ADVISORS3+ years Service code 28 · EIN 39-1194160 | Investment Management | $101,728 |
SVA PLUMB FINANCIAL3+ years Filed as: SVA PLUMB FINANCIAL, LLC Service code 28 1221 JOHN Q. HAMMONS DRIVE · MADISON, WI 53717 | Investment Management | $74,134 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $24,075 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 19 8020 EXCELSIOR DRIVE, SUITE 400 · MADISON, WI 537171998 | Securities Custodian | $20,650 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,714 | $155,795+78.3% | $136,298+103.8% | $69,631+298.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 14.77% | 232464.33%-232449.6pp | 5156.27%-5141.5pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $15,705 | $2,991+425.1% | $4,696+234.5% | $2,032+672.8% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $1,707 | $128+1230.9% | $9,244-81.5% | $110+1445.5% |