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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 50 · EIN 91-0675641 | Direct Payment | $168,805 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $94,142 |
BENEFIT PLAN ADMINISTRATORS10+ years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1400101 | Plan Administrator | $91,669 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 50 531 W MORSE BLVD · WINTER PARK, FL 32789 | Direct Payment | $33,750 |
MATRIX TRUST COMPANY8 years Service code 21 · EIN 75-3182674 | Bank Trustee | $33,134 |
WISCONSIN SHEET METAL H&W FUND10+ years Service code 50 · EIN 35-1638874 | Direct Payment | $29,139 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $14,785 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC Service code 50 · EIN 59-3676225 | Direct Payment | $11,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,481 | $241,850-36.5% | $102,437+49.8% | $200,096-23.3% |
| Participation rate | 98.8% | 78.3%+20.4pp | 74.5%+24.3pp | 72.0%+26.8pp |
| Annual return | 12.54% | 17.67%-5.1pp | 24.95%-12.4pp | 34.26%-21.7pp |
| Employer contribution / active EE | $7,819 | $4,253+83.9% | $3,871+102.0% | $3,038+157.4% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $211 | $288-26.6% | $8,388-97.5% | $269-21.5% |