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| Provider | Service type | Compensation |
|---|---|---|
KAREN MEIFERT6+ years Filed as: KAREN BRAMMER Service code 30 N169W21790 MAIN STREET · JACKSON, WA 53037 | Direct payment from the plan; Employe... | $114,307 |
RUSSELL TRUST COMPANY6+ years Service code 28 · EIN 91-1116938 | Investment Management | $112,987 |
Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 15 · EIN 39-1400101 | Recordkeeping | $47,083 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $42,146 |
Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 310 WEST WISCONSIN AVE · MILWAUKEE, WI 53203 | Legal | $17,905 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $13,600 |
US BANK6+ years Service code 19 PO BOX 1800 · SAINT PAUL, MN 551010800 | Securities Custodian | $9,064 |
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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | 7.67% | -14.68%+22.3pp | -2.84%+10.5pp | 259.17%-251.5pp |
| Employer contribution / active EE | $0 | $47,728-100.0% | $33,329-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |