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| Provider | Service type | Compensation |
|---|---|---|
BPA OF WI A BENESYS COMPANY8+ years Filed as: BPA OF WISCONSIN Service code 13 · EIN 39-1400101 2901 W BELTLINE HWY, STE 100 · MADISON, WI 53713 | Contract Administrator | $399,900 |
LOOMIS SAYLES8+ years Filed as: LOOMIS, SAYLES & CO Service code 28 · EIN 04-3200030 39553 WOODWARD AVE, STE 300 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $323,576 |
THE BANK OF NEW YORK MELLON5 years Filed as: MELLON INVESTMENTS CORP Service code 28 ONE BOSTON PLACE · BOSTON, MA 02108 | Investment Management | $245,369 |
SEGALL BRYANT & HAMILL8+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S WACKER DR, STE 3500 · CHICAGO, IL 60606 | Investment Management | $225,892 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 101 N WACKER DR, STE 500 · CHICAGO, IL 60606 | Actuarial | $170,115 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 101 YGNOCIO VALLEY RD STE 300 · WALNUT CREEK, CA 94596 | Investment Management | $158,212 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 46-3537636 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $128,360 |
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 180 N LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $121,333 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 50 S LASALLE ST · CHICAGO, IL 60603 | Securities Custodian | $110,829 |
THE PREVIANT LAW FIRM, S.C.8+ years Service code 29 · EIN 39-1211596 1555 N RIVER CENTER DR · MILWAUKEE, WI 53212 | Legal | $43,003 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 5.19% | 7.95%-2.8pp | 20.18%-15.0pp | 9.11%-3.9pp |
| Employer contribution / active EE | $14,739 | $14,684+0.4% | $29,108-49.4% | $12,231+20.5% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |