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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 15 · EIN 52-1796473 | Recordkeeping | $433,275 |
NATIONAL INVESTMENT SERVICES8+ years Service code 21 · EIN 39-1101934 | Bank Trustee | $273,202 |
NECA MILW. CH.8+ years Service code 24 · EIN 39-0260800 | Discretionary Trustee | $254,460 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGMENT Service code 21 · EIN 52-6257033 | Bank Trustee | $164,905 |
FRANKLIN TEMPLETON1 year Filed as: CLARION PARTNERS Service code 21 · EIN 65-1162344 | Bank Trustee | $138,255 |
AMERICAN FUNDS1 year Filed as: STOCKBRIDGE CORE AND VALUE ADVISORS Service code 21 · EIN 45-2872141 | Bank Trustee | $117,317 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 21 · EIN 91-1163419 | Bank Trustee | $106,258 |
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $103,399 |
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART BOERNER VAN DEUREN Service code 22 · EIN 39-1126909 | Insurance Broker | $80,280 |
NEWTOWER TRUST COMPANY1 year Service code 21 · EIN 52-6218800 | Bank Trustee | $71,271 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -0.49% | 7.95%-8.4pp | 20.18%-20.7pp | 9.11%-9.6pp |
| Employer contribution / active EE | $9,929 | $14,684-32.4% | $29,108-65.9% | $12,231-18.8% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |