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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7+ years Filed as: SEGAL CONSULTING Service code 17 · EIN 13-1975125 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Pension Consulting | $96,011 |
Service code 28 · EIN 34-1922005 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 441143179 | Investment Management | $58,056 |
BENEFIT PLAN ADMINISTRATORS4 years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 11270 WEST PARK PLACE, SUITE 950 · MILWAUKEE, WI 53224 | Plan Administrator | $47,610 |
THE SEGAL COMPANY7+ years Filed as: SEGAL ROGERSCASEY INC Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $40,000 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $32,169 |
US BANK7+ years Service code 19 · EIN 39-0152428 1555 N. RIVERCENTER DR, SUITE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $28,282 |
THE PREVIANT LAW FIRM, S.C.7+ years Service code 29 · EIN 39-1211596 310 WEST WISCONSIN AVE, SUITE 100MW · MILWAUKEE, WI 532032213 | Legal | $20,817 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 13400 BISHOPS LN · BROOKFIELD, WI 53005 | Accounting | $18,355 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 11.98% | 24.46%-12.5pp | 11.08%+0.9pp | 13.24%-1.3pp |
| Employer contribution / active EE | $19,439 | $11,981+62.2% | $28,418-31.6% | $14,616+33.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |