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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 50 · EIN 91-0675641 | Direct Payment | $133,148 |
BENEFIT PLAN ADMINISTRATORS2+ years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1400101 | Plan Administrator | $73,275 |
THE BOGDAHN GROUP2+ years Filed as: BOGDAHN CONSULTING Service code 50 · EIN 59-3676225 | Direct Payment | $45,000 |
WILMINGTON TRUST2+ years Service code 21 · EIN 51-0090033 | Bank Trustee | $36,851 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $33,508 |
WISCONSIN SHEET METAL H&W FUND2+ years Service code 50 · EIN 35-1638874 | Direct Payment | $16,938 |
FREYBERG HINKLE ET AL2+ years Filed as: FREYBERG HINKLE ASHLAND POWERS & ST Service code 10 · EIN 39-1531945 | Accounting | $10,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,669 | $54,392+55.7% | $84,753-0.1% | $63,975+32.3% |
| Participation rate | 99.8% | 76.9%+22.9pp | 76.6%+23.2pp | 71.1%+28.6pp |
| Annual return | 8.40% | 611.38%-603.0pp | 22.78%-14.4pp | 48.65%-40.3pp |
| Employer contribution / active EE | $5,101 | $2,943+73.3% | $3,574+42.7% | $2,182+133.8% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $182 | $136+34.1% | $5,333-96.6% | $70+158.6% |