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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS5 years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 15 · EIN 39-1400101 | Recordkeeping | $103,082 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $69,864 |
RUSSELL TRUST COMPANY10+ years Service code 28 · EIN 91-1116938 | Investment Management | $23,325 |
THE PREVIANT LAW FIRM, S.C.5 years Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $16,726 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $16,480 |
US BANK10+ years Service code 19 PO BOX 1800 · SAINT PAUL, MN 551010800 | Securities Custodian | $5,468 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,547-100.0% | $102,492-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 44.0%-44.0pp |
| Annual return | 2.68% | 3.51%-0.8pp | 5.17%-2.5pp | 13.05%-10.4pp |
| Employer contribution / active EE | $0 | $33,893-100.0% | $26,422-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,864-100.0% |