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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY5+ years Service code 28 · EIN 91-1116938 | Investment Management | $124,571 |
DONNA MAGGIOLINO5+ years Filed as: DONNA PROM Service code 30 763 9TH AVENUE · GRAFTON, WI 53024 | Direct payment from the plan; Employe... | $77,080 |
DAWN BABUSKOW5+ years Filed as: DAWN BRETZEL Service code 30 N3835 RIVER PINE DRIVE · CLINTONVILLE, WI 54929 | Employee (plan); Direct payment from ... | $73,013 |
KAREN MEIFERT5+ years Filed as: KAREN BRAMMER Service code 30 N169W21790 MAIN STREET · JACKSON, WA 53037 | Direct payment from the plan; Employe... | $67,989 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $39,500 |
FREYBERG HINKLE ET AL5+ years Service code 10 · EIN 39-1531945 | Accounting | $13,600 |
US BANK5+ years Service code 19 PO BOX 1800 · SAINT PAUL, MN 551010800 | Securities Custodian | $8,428 |
Filed as: THE PREVIANT LAW FIRMS Service code 29 · EIN 39-1211596 310 WEST WISCONSIN AVENUE · MILWAUKEE, WI 53203 | Legal | $6,108 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | 11.52% | 4.63%+6.9pp | 29.77%-18.3pp | 12.16%-0.6pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |