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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS4 years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 15 · EIN 39-1400101 | Recordkeeping | $95,694 |
RUSSELL TRUST COMPANY9+ years Service code 28 · EIN 91-1116938 | Investment Management | $45,142 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $42,250 |
SIKICH LLP4 years Service code 10 · EIN 36-3168081 | Accounting | $16,000 |
THE PREVIANT LAW FIRM, S.C.4 years Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $7,173 |
US BANK9+ years Service code 19 PO BOX 1800 · SAINT PAUL, MN 551010800 | Securities Custodian | $5,325 |
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 | $195,758-100.0% | $182,032-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | 4.31% | 3.70%+0.6pp | 7.69%-3.4pp | 24.44%-20.1pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |