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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: SEGAL CONSULTING Service code 17 · EIN 13-1975125 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Pension Consulting | $70,479 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 14 · EIN 52-1590516 2001 NORTH MAYFAIR ROAD · MILWAUKEE, WI 53226 | Plan Administrator | $67,649 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $57,843 |
THE SEGAL COMPANY2+ 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.2+ years Service code 29 · EIN 39-1211596 310 WEST WISCONSIN AVE, SUITE 100MW · MILWAUKEE, WI 532032213 | Legal | $32,627 |
US BANK2+ years Service code 19 · EIN 39-0152428 1555 N. RIVERCENTER DR, SUITE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $25,128 |
FREYBERG HINKLE ET AL1 year Service code 10 · EIN 39-1531945 15420 WEST CAPITOL DRIVE · BROOKFIELD, WI 53005 | Accounting | $15,375 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 7.94% | 2.79%+5.1pp | 4.16%+3.8pp | 11.88%-3.9pp |
| Employer contribution / active EE | $18,459 | $10,530+75.3% | $29,966-38.4% | $14,612+26.3% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |