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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 50 · EIN 91-0675641 | Direct Payment | $154,783 |
BENEFIT PLAN ADMINISTRATORS7+ years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1400101 | Plan Administrator | $83,214 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $73,499 |
ANDCO CONSULTING5 years Filed as: ANDCO CONSULTING LLC FKA BOGDAHN Service code 50 · EIN 59-3676225 | Direct Payment | $45,000 |
MATRIX TRUST COMPANY5 years Service code 21 · EIN 75-3182674 | Bank Trustee | $32,415 |
WISCONSIN SHEET METAL H&W FUND7+ years Service code 50 · EIN 35-1638874 | Direct Payment | $14,099 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 | Accounting | $13,335 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,173 | $88,770+75.9% | $109,191+43.0% | $93,010+67.9% |
| Participation rate | 99.6% | 81.5%+18.1pp | 75.9%+23.7pp | 73.9%+25.7pp |
| Annual return | 15.11% | 60.64%-45.5pp | 25.76%-10.6pp | 158.70%-143.6pp |
| Employer contribution / active EE | $7,602 | $3,780+101.1% | $3,723+104.2% | $2,705+181.0% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $208 | $172+20.7% | $6,756-96.9% | $152+37.1% |