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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $329,838 |
BMO HARRIS BANK NA5+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-2085229 115 SOUTH LASALLE STREET, 11TH FL · CHICAGO, IL 60603 | Investment Management | $327,638 |
RIVER ROAD ASSET MANAGEMENT5+ years Service code 28 · EIN 43-2076925 462 S. FOURTH STREET, SUITE 1600 · LOUISVILLE, KY 40202 | Investment Management | $200,397 |
AB FUNDS5+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 227 W MONROE ST, SUITE 5900 · WASHINGTON, DC 20005 | Investment Management | $187,889 |
SOLDON LAW FIRM, LLC5+ years Service code 29 · EIN 27-4757308 3541 NORTH SUMMIT AVE · SHOREWOOD, WI 53211 | Legal | $186,196 |
GOODWIN CAPITAL ADVISORS5+ years Filed as: GOODWIN CAPITAL ADVISERS Service code 28 · EIN 13-5155720 ONE FINANCIAL PLAZA, 14TH FLOOR · HARTFORD, CT 06103 | Investment Management | $182,576 |
Filed as: VOYA INVESTMENT TRUST CO Service code 28 · EIN 06-1440627 ONE ORANGE WAY · WINDSOR, CT 06095 | Investment Management | $153,536 |
Filed as: BNY MELLON INVESTMENT MANAGEMENT Service code 51 · EIN 76-6192146 | Investment Mgmt Fees | $147,921 |
BENEFIT PLAN ADMINISTRATORS3 years Service code 14 P.O. BOX 1128 · EAU CLAIRE, WI 54702 | Plan Administrator | $144,405 |
FRANKLIN TEMPLETON5+ years Service code 28 ONE FRANKLIN PARKWAY · SAN MATEO, CA 944031906 | Investment Management | $109,880 |
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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 | $341,093,897-100.0% | $94,563-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 18.85% | 15.22%+3.6pp | 16.32%+2.5pp | 21.83%-3.0pp |
| Employer contribution / active EE | $25,116 | $15,831+58.7% | $31,806-21.0% | $12,237+105.2% |
| Participant deferral / active EE | $0 | $987-100.0% | $211-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $0 | $1,551,325-100.0% |