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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 15 · EIN 39-1400101 | Recordkeeping | $175,534 |
GCM GROSVENOR5+ years Filed as: GROSVENOR Service code 28 900 NORTH MICHIGAN AVENUE, STE 1100 · CHICAGO, IL 60611 | Investment Management | $112,426 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $107,088 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $53,500 |
Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $51,554 |
US BANK5+ years Service code 18 · EIN 41-0417860 | Custodial (securities); Direct paymen... | $46,391 |
Filed as: WESTERN ASSET MANAGEMNT COMPANY Service code 28 · EIN 20-1226970 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $33,686 |
REINHART BOERNER VAN DEUREN S.C.5+ years Service code 29 · EIN 39-1126909 | Legal | $19,484 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 1415 W. DIEHL ROAD, SUITE 400 · NAPERVILLE, IL 60563 | Accounting | $17,170 |
IRON-CO-FID-COMPREHENSIVE5+ years Filed as: IRON MOUNTAIN MADISON Service code 15 2302 VONDRON RD · MADISON, WI 53716 | Recordkeeping | $15,514 |
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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 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 5.65% | 6.82%-1.2pp | 8.01%-2.4pp | 12.86%-7.2pp |
| Employer contribution / active EE | $12,669 | $12,695-0.2% | $29,475-57.0% | $13,687-7.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |