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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY7+ years Service code 28 · EIN 91-1116938 | Investment Management | $96,696 |
BENEFIT PLAN ADMINISTRATORS2 years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 15 · EIN 39-1400101 | Recordkeeping | $91,635 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $39,000 |
THE PREVIANT LAW FIRM, S.C.2 years Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 310 WEST WISCONSIN AVE · MILWAUKEE, WI 53203 | Legal | $22,739 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 | Accounting | $15,350 |
KAREN MEIFERT7+ years Filed as: KAREN BRAMMER Service code 30 N169W21790 MAIN STREET · JACKSON, WA 53037 | Employee (plan); Direct payment from ... | $11,125 |
US BANK7+ years Service code 19 PO BOX 1800 · SAINT PAUL, MN 551010800 | Securities Custodian | $8,121 |
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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 23.8%-23.8pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 2.16% | 4.93%-2.8pp | 7.32%-5.2pp | 9.30%-7.1pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |