Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 15 · EIN 52-1796473 | Recordkeeping | $369,980 |
NECA MILW. CH.9+ years Service code 24 · EIN 39-0260800 | Discretionary Trustee | $282,506 |
NATIONAL INVESTMENT SERVICES9+ years Service code 21 · EIN 39-1101934 | Bank Trustee | $247,095 |
FRANKLIN TEMPLETON2 years Filed as: CLARION PARTNERS Service code 21 · EIN 65-1162344 | Bank Trustee | $191,325 |
AMERICAN FUNDS2 years Filed as: STOCKBRIDGE CORE AND VALUE ADVISORS Service code 21 · EIN 45-2872141 | Bank Trustee | $170,701 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGMENT Service code 21 · EIN 52-6257033 | Bank Trustee | $145,454 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 21 · EIN 91-1163419 | Bank Trustee | $116,304 |
THE SEGAL COMPANY9+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $101,058 |
REILLY, PENNER & BENTON LLP9+ years Service code 10 · EIN 39-0747409 | Accounting | $84,060 |
REINHART BOERNER VAN DEUREN S.C.9+ years Filed as: REINHART BOERNER VAN DEUREN Service code 22 · EIN 39-1126909 | Insurance Broker | $69,190 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.72% | 10.33%+3.4pp | 8.10%+5.6pp | 9.30%+4.4pp |
| Employer contribution / active EE | $10,143 | $14,972-32.3% | $28,649-64.6% | $12,551-19.2% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |