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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $108,917 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART, BOERNER, VAN DEUREN, ETC Service code 29 · EIN 39-1126909 | Legal | $49,806 |
WHN INVESTOR SERVICES2+ years Service code 27 · EIN 39-1382973 | Advisory (Plan) | $28,000 |
UNION INSURANCE GROUP1 year Service code 23 · EIN 36-4226088 | Insurance services | $16,738 |
Filed as: WISCONSIN ELECTRICAL EMPLOYEES BENE Service code 10 · EIN 39-1651543 | Accounting | $14,694 |
BAUMAN ASSOCIATES2+ years Service code 10 · EIN 39-1277627 | Accounting | $14,365 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,958 | $57,921+162.4% | $84,753+79.3% | $57,661+163.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.42% | 10.24%-4.8pp | 22.78%-17.4pp | 5.13%+0.3pp |
| Employer contribution / active EE | $9,438 | $2,598+263.2% | $3,574+164.0% | $1,974+378.2% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $344 | $130+165.2% | $5,333-93.6% | $95+263.8% |