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| Provider | Service type | Compensation |
|---|---|---|
BASYS2+ years Filed as: BASYS INC. Service code 99 · EIN 52-1796473 | Other Fees | $329,474 |
NECA MILW. CH.2+ years Service code 24 · EIN 39-0260800 | Discretionary Trustee | $208,913 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGMENT Service code 21 · EIN 52-6257033 | Bank Trustee | $142,267 |
NATIONAL INVESTMENT SERVICES2+ years Service code 21 · EIN 39-1101934 | Bank Trustee | $123,531 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $97,459 |
REILLY, PENNER & BENTON LLP2+ years Service code 10 · EIN 39-0747409 | Accounting | $60,475 |
Filed as: STRATEGIC CAPITAL INVESTMENTS Service code 21 · EIN 36-4268991 | Bank Trustee | $60,000 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART BOERNER VAN DEUREN Service code 22 · EIN 39-1126909 | Insurance Broker | $55,519 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $50,913 |
R&R INSURANCE2+ years Service code 19 · EIN 39-1230987 | Securities Custodian | $29,873 |
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Employer contribution per participant 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 | $104,783-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 88.3%-88.3pp | - |
| Annual return | 11.53% | 9.97%+1.6pp | 4.82%+6.7pp | 9.97%+1.6pp |
| Employer contribution / active EE | $9,484 | $9,4840% | $33,773-71.9% | $9,4840% |
| Participant deferral / active EE | $0 | $2,054-100.0% | $1,165-100.0% | $2,054-100.0% |
| Admin fee / account holder | $0 | $0 | $1,648-100.0% | - |