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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS3 years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 15 · EIN 39-1400101 | Recordkeeping | $175,008 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 7501 WISCONSIN AVENUE, 13TH FLOOR · BETHESDA, MD 20814 | Investment Management | $154,418 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $93,384 |
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $47,750 |
US BANK7+ years Service code 18 · EIN 41-0417860 | Direct payment from the plan; Custodi... | $44,954 |
THE PREVIANT LAW FIRM, S.C.3 years Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $37,673 |
Filed as: WESTERN ASSET MANAGEMNT COMPANY Service code 28 · EIN 20-1226970 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $35,065 |
REINHART BOERNER VAN DEUREN S.C.7+ years Service code 29 · EIN 39-1126909 | Legal | $30,134 |
SIKICH LLP3 years Service code 10 · EIN 36-3168081 1415 W. DIEHL ROAD, SUITE 400 · NAPERVILLE, IL 60563 | Accounting | $27,350 |
IRON-CO-FID-COMPREHENSIVE7+ years Filed as: IRON MOUNTAIN MADISON Service code 15 2302 VONDRON RD · MADISON, WI 53716 | Recordkeeping | $20,944 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -1.20% | -8.26%+7.1pp | -5.85%+4.6pp | 2.78%-4.0pp |
| Employer contribution / active EE | $13,141 | $12,543+4.8% | $31,839-58.7% | $15,276-14.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |