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| Provider | Service type | Compensation |
|---|---|---|
BASYS5+ years Filed as: BASYS INC. Service code 99 · EIN 52-1796473 | Other Fees | $311,655 |
NATIONAL INVESTMENT SERVICES5+ years Service code 21 · EIN 39-1101934 | Bank Trustee | $295,899 |
NECA MILW. CH.5+ years Service code 24 · EIN 39-0260800 | Discretionary Trustee | $229,945 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGMENT Service code 21 · EIN 52-6257033 | Bank Trustee | $135,173 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART BOERNER VAN DEUREN Service code 22 · EIN 39-1126909 | Insurance Broker | $132,757 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $73,547 |
REILLY, PENNER & BENTON LLP5+ years Service code 10 · EIN 39-0747409 | Accounting | $64,753 |
Filed as: STRATEGIC CAPITAL INVESTMENTS Service code 21 · EIN 36-4268991 | Bank Trustee | $60,313 |
R&R INSURANCE5+ years Service code 19 · EIN 39-1230987 | Securities Custodian | $38,872 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $37,130 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 6.85% | 6.82%0pp | 8.01%-1.2pp | 12.86%-6.0pp |
| Employer contribution / active EE | $9,386 | $12,695-26.1% | $29,476-68.2% | $13,687-31.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |