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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED BANK2+ years Service code 19 · EIN 39-1564826 | Securities Custodian | $191,792 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART Service code 29 1000 NORTH WATER STREET · MILWAUKEE, WI 53202 | Legal | $18,342 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $15,725 |
MAIL HAUS1 year Filed as: THE MAIL HAUS, INC Service code 36 1745 SUBURBAN DR · DE PERE, WI 54115 | Copying and duplicating; Direct payme... | $14,425 |
THE PREVIANT LAW FIRM, S.C.2+ years Service code 29 · EIN 39-1211596 | Legal | $13,872 |
LEE CPA AUDIT GROUP2+ years Filed as: LEE JOST & ASSOCIATES Service code 16 · EIN 39-1397718 | Consulting | $10,833 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,825 | $50,626-86.5% | $84,753-91.9% | $65,292-89.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | 8.46% | 5.34%+3.1pp | 22.78%-14.3pp | 11.84%-3.4pp |
| Employer contribution / active EE | $1,725 | $3,033-43.1% | $3,574-51.7% | $2,302-25.1% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $39 | $97-59.7% | $5,333-99.3% | $57-32.1% |