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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $123,100 |
Filed as: REINHART BOERNER VAN DEUREN S.C Service code 29 · EIN 39-1761679 | Legal | $97,141 |
Filed as: JENSEN INVESTMENT MANAGEMENT Service code 28 · EIN 93-0978027 | Investment Management | $50,146 |
WHN INVESTOR SERVICES1 year Filed as: WHN INVESTOR SERVICES, INC. Service code 27 300N CORPORATE DR · BROOKFIELD, WA 53045 | Advisory (Plan) | $35,000 |
WEEBF1 year Service code 13 · EIN 39-1651543 | Contract Administrator | $32,193 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $20,763 |
Service code 10 · EIN 39-1203191 | Accounting | $8,650 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,516 | $66,051+218.7% | $92,916+126.6% | $77,775+170.7% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 20.95% | 20.69%+0.3pp | 109.45%-88.5pp | 32.58%-11.6pp |
| Employer contribution / active EE | $9,546 | $3,426+178.7% | $3,654+161.3% | $2,504+281.2% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $253 | $148+71.0% | $5,796-95.6% | $100+152.6% |