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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK FIVE NINE Service code 21 155 WEST WISCONSIN AVENUE · OCONOMOWOC, WI 53066 | Bank Trustee | $89,405 |
AMP WEALTH MANAGMENT10+ years Service code 28 421 E. SILVER SPRING DR., STE. 3 · WHITEFISH BAY, WI 53217 | Investment Management | $38,776 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $34,020 |
DUNBAR, BENDER & ZAPF, INC.10+ years Filed as: DUNBAR, BENDER, & ZAPF, INC. Service code 11 · EIN 25-1650062 | Actuarial | $11,045 |
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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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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 11.78% | 8.46%+3.3pp | 9.82%+2.0pp | 8.76%+3.0pp |
| Employer contribution / active EE | $5,894 | $11,054-46.7% | $30,322-80.6% | $16,664-64.6% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |