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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-1400101 | Recordkeeping | $184,664 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $121,257 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 7501 WISCONSIN AVENUE, 13TH FLOOR · BETHESDA, MD 20814 | Investment Management | $70,421 |
BENESYS, INC.9+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $62,190 |
US BANK9+ years Service code 18 · EIN 41-0417860 | Custodial (other than securities); Di... | $57,626 |
Filed as: WESTERN ASSET MANAGEMNT COMPANY Service code 28 · EIN 20-1226970 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $41,306 |
IRON-CO-FID-COMPREHENSIVE9+ years Filed as: IRON MOUNTAIN MADISON Service code 15 2302 VONDRON RD · MADISON, WI 53716 | Recordkeeping | $40,561 |
THE PREVIANT LAW FIRM, S.C.5 years Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $37,617 |
REINHART BOERNER VAN DEUREN S.C.9+ years Service code 29 · EIN 39-1126909 | Legal | $34,115 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 1415 W. DIEHL ROAD, SUITE 400 · NAPERVILLE, IL 60563 | Accounting | $31,750 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 15.05% | 10.33%+4.7pp | 8.10%+7.0pp | 9.30%+5.8pp |
| Employer contribution / active EE | $14,264 | $14,972-4.7% | $28,649-50.2% | $12,551+13.7% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |