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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $42,750 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 17 · EIN 26-2766689 | Pension Consulting | $24,000 |
BPA OF WI A BENESYS COMPANY2 years Service code 14 · EIN 39-1400101 | Plan Administrator | $21,315 |
ASSOCIATED TRUST COMPANY10+ years Filed as: ASSOCIATED TRUST COMPANY NA Service code 13 · EIN 39-6576073 | Contract Administrator | $18,550 |
LEE CPA AUDIT GROUP10+ years Filed as: LEE JOST & ASSOCIATES Service code 16 · EIN 39-1397718 | Consulting | $18,288 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $14,600 |
THE PREVIANT LAW FIRM, S.C.6 years Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $11,151 |
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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 | $36,224-100.0% | $186,703-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 2.5%-2.5pp |
| Annual return | 8.78% | 9.00%-0.2pp | 8.93%-0.1pp | 8.25%+0.5pp |
| Employer contribution / active EE | $22,209 | $14,409+54.1% | $26,306-15.6% | $18,668+19.0% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $0-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $2,041-100.0% | $200-100.0% |