Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BASYS1+ years Filed as: BASYS INC. Service code 99 · EIN 52-1796473 | Other Fees | $405,522 |
NECA MILW. CH.1+ years Service code 24 · EIN 39-0260800 | Discretionary Trustee | $239,037 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGMENT Service code 21 · EIN 52-6257033 | Bank Trustee | $175,316 |
NATIONAL INVESTMENT SERVICES1+ years Service code 21 · EIN 39-1101934 | Bank Trustee | $118,973 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $73,578 |
Filed as: STRATEGIC CAPITAL INVESTMENTS Service code 21 · EIN 36-4268991 | Bank Trustee | $60,000 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART BOERNER VAN DEUREN Service code 22 · EIN 39-1126909 | Insurance Broker | $59,544 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $57,047 |
REILLY, PENNER & BENTON LLP1+ years Service code 10 · EIN 39-0747409 | Accounting | $50,959 |
R&R INSURANCE1+ years Service code 19 · EIN 39-1230987 | Securities Custodian | $30,628 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $122,096-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 91.9%-91.9pp | - |
| Annual return | 0.14% | 2.76%-2.6pp | -0.45%+0.6pp | 2.76%-2.6pp |
| Employer contribution / active EE | $9,504 | $8,136+16.8% | $13,455-29.4% | $8,136+16.8% |
| Participant deferral / active EE | $0 | $2,061-100.0% | $6,300-100.0% | $2,061-100.0% |
| Admin fee / account holder | $0 | $0 | $2,906-100.0% | - |