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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $77,805 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CONSULTING Service code 17 · EIN 13-1975125 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Pension Consulting | $76,691 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 14 · EIN 52-1590516 2001 NORTH MAYFAIR ROAD · MILWAUKEE, WI 53226 | Plan Administrator | $65,314 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY INC Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $40,000 |
THE PREVIANT LAW FIRM, S.C.1+ years Service code 29 · EIN 39-1211596 310 WEST WISCONSIN AVE, SUITE 100MW · MILWAUKEE, WI 532032213 | Legal | $25,796 |
US BANK1+ years Service code 19 · EIN 39-0152428 1555 N. RIVERCENTER DR, SUITE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $24,480 |
VILLANI, BECKER, & LARSEN, S.C.1+ years Service code 10 · EIN 71-0971219 6535 GREEN BAY ROAD · KENOSHA, WI 53142 | Accounting | $16,500 |
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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 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -0.83% | -1.83%+1.0pp | -1.61%+0.8pp | 2.81%-3.6pp |
| Employer contribution / active EE | $17,385 | $9,208+88.8% | $30,840-43.6% | $16,358+6.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |