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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 52-6257033 | Investment Management | $162,700 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1711628 | Legal | $53,736 |
Filed as: JENSEN INVESTMENT MANAGEMENT Service code 28 · EIN 93-0978027 | Investment Management | $52,868 |
WHN INVESTOR SERVICES4+ years Service code 28 · EIN 39-1382973 | Investment Management | $22,500 |
US BANK4+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $13,815 |
Service code 10 · EIN 39-1203191 | Accounting | $8,400 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,607 | $60,396+197.4% | $83,831+114.2% | $75,289+138.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -4.99% | 3.84%-8.8pp | 850.99%-856.0pp | -0.04%-5.0pp |
| Employer contribution / active EE | $9,277 | $3,343+177.5% | $3,631+155.5% | $2,405+285.8% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $248 | $141+75.6% | $5,479-95.5% | $102+142.5% |