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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 50 · EIN 91-0675641 | Direct Payment | $134,671 |
BENEFIT PLAN ADMINISTRATORS3+ years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1400101 | Plan Administrator | $76,294 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC FKA BOGDAHN Service code 50 · EIN 59-3676225 | Direct Payment | $45,000 |
MATRIX TRUST COMPANY1 year Service code 21 · EIN 75-3182674 | Bank Trustee | $42,661 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $31,778 |
WISCONSIN SHEET METAL H&W FUND3+ years Service code 50 · EIN 35-1638874 | Direct Payment | $15,364 |
FREYBERG HINKLE ET AL3+ years Filed as: FREYBERG HINKLE ASHLAND POWERS & ST Service code 10 · EIN 39-1531945 | Accounting | $10,875 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,140 | $221,442-53.4% | $92,240+11.8% | $77,958+32.3% |
| Participation rate | 99.8% | 79.6%+20.2pp | 76.5%+23.3pp | 71.6%+28.2pp |
| Annual return | 18.61% | 15.65%+3.0pp | 176.29%-157.7pp | 20.87%-2.3pp |
| Employer contribution / active EE | $5,286 | $3,226+63.8% | $3,680+43.6% | $2,310+128.8% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $184 | $210-12.0% | $5,194-96.4% | $97+89.4% |