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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH4+ years Filed as: HENDERSON GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $219,639 |
NORTHERN CAPITAL MANAGEMENT4+ years Service code 28 · EIN 39-1541077 | Investment Management | $151,795 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $113,997 |
MADISON INVESTMENT ADVISORS4+ years Service code 28 · EIN 39-1194160 | Investment Management | $106,130 |
SVA PLUMB FINANCIAL4+ years Filed as: SVA PLUMB FINANCIAL, LLC Service code 28 1221 JOHN Q. HAMMONS DRIVE · MADISON, WI 53717 | Investment Management | $88,274 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $25,250 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 19 8020 EXCELSIOR DRIVE, SUITE 400 · MADISON, WI 537171998 | Securities Custodian | $24,825 |
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 | $233,297 | $75,388+209.5% | $123,553+88.8% | $55,725+318.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -1.79% | 4.48%-6.3pp | 119.21%-121.0pp | 244.93%-246.7pp |
| Employer contribution / active EE | $17,249 | $3,063+463.1% | $4,628+272.7% | $2,078+730.0% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1,750 | $120+1361.5% | $9,284-81.1% | $115+1419.6% |