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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 50 · EIN 91-0675641 | Direct Payment | $147,784 |
BENEFIT PLAN ADMINISTRATORS6+ years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1400101 | Plan Administrator | $80,679 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $64,832 |
ANDCO CONSULTING4 years Filed as: ANDCO CONSULTING LLC FKA BOGDAHN Service code 50 · EIN 59-3676225 | Direct Payment | $45,000 |
MATRIX TRUST COMPANY4 years Service code 21 · EIN 75-3182674 | Bank Trustee | $32,791 |
WISCONSIN SHEET METAL H&W FUND6+ years Service code 50 · EIN 35-1638874 | Direct Payment | $20,527 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $12,700 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,678 | $81,719+64.8% | $101,275+33.0% | $90,274+49.2% |
| Participation rate | 99.0% | 80.7%+18.2pp | 75.8%+23.2pp | 73.4%+25.6pp |
| Annual return | 16.77% | 337.64%-320.9pp | 46.46%-29.7pp | 53.97%-37.2pp |
| Employer contribution / active EE | $6,428 | $3,622+77.4% | $3,660+75.6% | $2,523+154.7% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $197 | $162+21.6% | $5,948-96.7% | $114+72.5% |