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| Provider | Service type | Compensation |
|---|---|---|
BPA OF WI A BENESYS COMPANY7+ years Filed as: BPA OF WISCONSIN Service code 10 · EIN 39-1400101 2901 W BELTLINE HWY, STE 100 · MADISON, WI 53713 | Accounting | $417,614 |
LOOMIS SAYLES7+ years Filed as: LOOMIS, SAYLES & CO Service code 28 · EIN 04-3200030 39553 WOODWARD AVE, STE 300 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $346,948 |
THE BANK OF NEW YORK MELLON4 years Filed as: MELLON INVESTMENTS CORP Service code 28 ONE BOSTON PLACE · BOSTON, MA 02108 | Investment Management | $311,851 |
SEGALL BRYANT & HAMILL7+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S WACKER DR, STE 3500 · CHICAGO, IL 60606 | Investment Management | $306,585 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 101 YGNOCIO VALLEY RD STE 300 · WALNUT CREEK, CA 94596 | Investment Management | $212,167 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 101 N WACKER DR, STE 500 · CHICAGO, IL 60606 | Actuarial | $165,341 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 46-3537636 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $146,919 |
MARQUETTE ASSOCIATES7+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 180 N LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $120,000 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 50 S LASALLE ST · CHICAGO, IL 60603 | Securities Custodian | $112,675 |
THE PREVIANT LAW FIRM, S.C.7+ years Service code 29 · EIN 39-1211596 1555 N RIVER CENTER DR · MILWAUKEE, WI 53212 | Legal | $89,799 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -4.46% | -7.95%+3.5pp | -5.85%+1.4pp | 23.41%-27.9pp |
| Employer contribution / active EE | $14,349 | $13,972+2.7% | $31,839-54.9% | $12,650+13.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |