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| Provider | Service type | Compensation |
|---|---|---|
BPA OF WI A BENESYS COMPANY9+ years Filed as: BPA OF WISCONSIN Service code 13 · EIN 39-1400101 2901 W BELTLINE HWY, STE 100 · MADISON, WI 53713 | Contract Administrator | $423,976 |
LOOMIS SAYLES9+ years Filed as: LOOMIS, SAYLES & CO Service code 28 · EIN 04-3200030 39553 WOODWARD AVE, STE 300 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $268,615 |
SEGALL BRYANT & HAMILL9+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S WACKER DR, STE 3500 · CHICAGO, IL 60606 | Investment Management | $190,385 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 101 N WACKER DR, STE 500 · CHICAGO, IL 60606 | Actuarial | $188,953 |
THE BANK OF NEW YORK MELLON6 years Filed as: MELLON INVESTMENTS CORP Service code 28 ONE BOSTON PLACE · BOSTON, MA 02108 | Investment Management | $168,277 |
Service code 28 · EIN 84-3937993 | Investment Management | $155,552 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 46-3537636 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $129,041 |
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 180 N LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $128,265 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 50 S LASALLE ST · CHICAGO, IL 60603 | Securities Custodian | $120,295 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 101 YGNOCIO VALLEY RD STE 300 · WALNUT CREEK, CA 94596 | Investment Management | $103,623 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.98% | 10.33%+1.7pp | 8.10%+3.9pp | 9.30%+2.7pp |
| Employer contribution / active EE | $15,077 | $14,972+0.7% | $28,649-47.4% | $12,551+20.1% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |