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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 50 · EIN 91-0675641 | Direct Payment | $133,455 |
BENEFIT PLAN ADMINISTRATORS1+ years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1400101 | Plan Administrator | $71,370 |
THE BOGDAHN GROUP1+ years Filed as: BOGDAHN CONSULTING Service code 50 · EIN 59-3676225 | Direct Payment | $45,000 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $36,103 |
WILMINGTON TRUST1+ years Service code 21 · EIN 51-0090033 | Bank Trustee | $34,505 |
WISCONSIN SHEET METAL H&W FUND1+ years Service code 50 · EIN 35-1638874 | Direct Payment | $15,930 |
FREYBERG HINKLE ET AL1+ years Filed as: FREYBERG HINKLE ASHLAND POWERS & ST Service code 10 · EIN 39-1531945 | Accounting | $7,880 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,942 | $55,516+38.6% | $75,784+1.5% | $59,188+30.0% |
| Participation rate | 99.7% | 73.6%+26.1pp | 75.8%+23.9pp | 69.4%+30.3pp |
| Annual return | 0.81% | -1.89%+2.7pp | 9.68%-8.9pp | 5.51%-4.7pp |
| Employer contribution / active EE | $4,820 | $2,604+85.1% | $3,323+45.0% | $2,098+129.8% |
| Participant deferral / active EE | $15 | $2,599-99.4% | $3,652-99.6% | $3,265-99.5% |
| Admin fee / account holder | $181 | $110+64.2% | $5,300-96.6% | $92+95.8% |