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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED BANK3+ years Service code 19 · EIN 39-1564826 | Securities Custodian | $226,483 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $43,750 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART Service code 29 1000 NORTH WATER STREET · MILWAUKEE, WI 53202 | Legal | $17,141 |
LEE CPA AUDIT GROUP3+ years Filed as: LEE JOST & ASSOCIATES Service code 16 · EIN 39-1397718 | Consulting | $16,500 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $14,475 |
THE PREVIANT LAW FIRM, S.C.3+ years Service code 29 · EIN 39-1211596 | Legal | $11,042 |
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 | $9,421 | $59,184-84.1% | $92,240-89.8% | $177,276-94.7% |
| Participation rate | 100.0% | 85.6%+14.4pp | 76.5%+23.5pp | 74.8%+25.2pp |
| Annual return | 19.56% | 15.88%+3.7pp | 176.29%-156.7pp | 21.25%-1.7pp |
| Employer contribution / active EE | $1,976 | $2,985-33.8% | $3,680-46.3% | $2,479-20.3% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $44 | $98-55.3% | $5,194-99.2% | $154-71.5% |