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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY9+ years Filed as: SEGAL CONSULTING Service code 17 · EIN 13-1975125 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Pension Consulting | $103,716 |
Service code 28 · EIN 34-1922005 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 441143179 | Investment Management | $61,267 |
BENESYS, INC.1 year Service code 14 · EIN 39-1400101 11270 WEST PARK PLACE, SUITE 950 · MILWAUKEE, WI 53224 | Plan Administrator | $51,237 |
THE SEGAL COMPANY9+ years Filed as: SEGAL ROGERSCASEY INC Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $40,000 |
US BANK9+ years Service code 19 · EIN 39-0152428 1555 N. RIVERCENTER DR, SUITE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $30,889 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $27,829 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 36-3168081 17335 GOLF PKWY, SUITE 500 · BROOKFIELD, WI 53045 | Accounting | $19,950 |
THE PREVIANT LAW FIRM, S.C.9+ years Service code 29 · EIN 39-1211596 310 WEST WISCONSIN AVE, SUITE 100MW · MILWAUKEE, WI 532032213 | Legal | $14,028 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 9.50% | 7.15%+2.4pp | 20.18%-10.7pp | 37.74%-28.2pp |
| Employer contribution / active EE | $22,169 | $13,270+67.1% | $29,108-23.8% | $15,788+40.4% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |