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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS2 years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 15 · EIN 39-1400101 | Recordkeeping | $195,642 |
GCM GROSVENOR6+ years Filed as: GROSVENOR Service code 28 900 NORTH MICHIGAN AVENUE, STE 1100 · CHICAGO, IL 60611 | Investment Management | $129,571 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $105,088 |
US BANK6+ years Service code 18 · EIN 41-0417860 | Custodial (other than securities); Cu... | $53,244 |
BENESYS, INC.6+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $52,700 |
THE PREVIANT LAW FIRM, S.C.2 years Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $46,973 |
Filed as: WESTERN ASSET MANAGEMNT COMPANY Service code 28 · EIN 20-1226970 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $35,348 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 1415 W. DIEHL ROAD, SUITE 400 · NAPERVILLE, IL 60563 | Accounting | $26,300 |
IRON-CO-FID-COMPREHENSIVE6+ years Filed as: IRON MOUNTAIN MADISON Service code 15 2302 VONDRON RD · MADISON, WI 53716 | Recordkeeping | $17,760 |
REINHART BOERNER VAN DEUREN S.C.6+ years Service code 29 · EIN 39-1126909 | Legal | $16,998 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 31.51% | 19.37%+12.1pp | 11.08%+20.4pp | 15.63%+15.9pp |
| Employer contribution / active EE | $11,543 | $13,107-11.9% | $28,418-59.4% | $11,476+0.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |