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| Provider | Service type | Compensation |
|---|---|---|
BASYS3+ years Filed as: BASYS INC. Service code 99 · EIN 52-1796473 | Other Fees | $296,397 |
NECA MILW. CH.3+ years Service code 24 · EIN 39-0260800 | Discretionary Trustee | $226,664 |
NATIONAL INVESTMENT SERVICES3+ years Service code 21 · EIN 39-1101934 | Bank Trustee | $136,984 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGMENT Service code 21 · EIN 52-6257033 | Bank Trustee | $105,544 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART BOERNER VAN DEUREN Service code 22 · EIN 39-1126909 | Insurance Broker | $93,258 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $71,679 |
Filed as: STRATEGIC CAPITAL INVESTMENTS Service code 21 · EIN 36-4268991 | Bank Trustee | $60,000 |
REILLY, PENNER & BENTON LLP3+ years Service code 10 · EIN 39-0747409 | Accounting | $59,740 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $52,362 |
R&R INSURANCE3+ years Service code 19 · EIN 39-1230987 | Securities Custodian | $36,812 |
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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 | $181,741-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 70.5%-70.5pp | 0.0%0pp |
| Annual return | 8.71% | 5391.81%-5383.1pp | -11.73%+20.4pp | 5391.81%-5383.1pp |
| Employer contribution / active EE | $9,748 | $9,7480% | $39,148-75.1% | $9,7480% |
| Participant deferral / active EE | $0 | $1,592-100.0% | $3,535-100.0% | $1,592-100.0% |
| Admin fee / account holder | $0 | $0 | $2,886-100.0% | - |