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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8+ years Filed as: SEGAL CONSULTING Service code 17 · EIN 13-1975125 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Pension Consulting | $98,340 |
Service code 28 · EIN 34-1922005 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 441143179 | Investment Management | $61,317 |
BENEFIT PLAN ADMINISTRATORS5 years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 11270 WEST PARK PLACE, SUITE 950 · MILWAUKEE, WI 53224 | Plan Administrator | $58,111 |
THE SEGAL COMPANY8+ 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 COMPANY8+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $28,792 |
US BANK8+ years Service code 19 · EIN 39-0152428 1555 N. RIVERCENTER DR, SUITE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $25,960 |
SIKICH LLP3 years Service code 10 · EIN 36-3168081 13400 BISHOPS LN · BROOKFIELD, WI 53005 | Accounting | $18,800 |
THE PREVIANT LAW FIRM, S.C.8+ years Service code 29 · EIN 39-1211596 310 WEST WISCONSIN AVE, SUITE 100MW · MILWAUKEE, WI 532032213 | Legal | $15,569 |
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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 | $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 | -14.33% | -8.26%-6.1pp | -5.85%-8.5pp | 2.77%-17.1pp |
| Employer contribution / active EE | $20,819 | $12,543+66.0% | $31,839-34.6% | $15,262+36.4% |
| 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% |