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| Provider | Service type | Compensation |
|---|---|---|
US BANK10+ years Filed as: US BANK N.A. Service code 28 · EIN 31-0841368 | Investment Management | $156,152 |
BPA OF WI A BENESYS COMPANY4 years Service code 10 · EIN 39-1400101 | Accounting | $81,912 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $28,050 |
SIKICH LLP5 years Service code 10 · EIN 36-3168081 | Accounting | $18,290 |
LEE CPA AUDIT GROUP10+ years Filed as: LEE JOST & ASSOCIATES Service code 17 · EIN 39-1400101 | Pension Consulting | $17,121 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 8.63% | 8.65%0pp | 9.03%-0.4pp | 10.20%-1.6pp |
| Employer contribution / active EE | $15,465 | $14,388+7.5% | $26,284-41.2% | $15,145+2.1% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |