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| Provider | Service type | Compensation |
|---|---|---|
BASYS6+ years Filed as: BASYS INC. Service code 99 · EIN 52-1796473 | Other Fees | $312,312 |
NATIONAL INVESTMENT SERVICES6+ years Service code 21 · EIN 39-1101934 | Bank Trustee | $266,116 |
NECA MILW. CH.6+ years Service code 24 · EIN 39-0260800 | Discretionary Trustee | $228,645 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGMENT Service code 21 · EIN 52-6257033 | Bank Trustee | $147,636 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART BOERNER VAN DEUREN Service code 22 · EIN 39-1126909 | Insurance Broker | $77,634 |
REILLY, PENNER & BENTON LLP6+ years Service code 10 · EIN 39-0747409 | Accounting | $66,487 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $65,520 |
Filed as: STRATEGIC CAPITAL INVESTMENTS Service code 21 · EIN 36-4268991 | Bank Trustee | $61,563 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 21 · EIN 91-1163419 | Bank Trustee | $46,965 |
R&R INSURANCE6+ years Service code 19 · EIN 39-1230987 | Securities Custodian | $36,535 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 25.63% | 19.37%+6.3pp | 11.08%+14.5pp | 15.63%+10.0pp |
| Employer contribution / active EE | $9,183 | $13,107-29.9% | $28,418-67.7% | $11,476-20.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |