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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED BANK5+ years Service code 19 · EIN 39-1564826 | Securities Custodian | $296,214 |
LPL FINANCIAL3 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $35,000 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $14,000 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART Service code 29 1000 NORTH WATER STREET · MILWAUKEE, WI 53202 | Legal | $13,852 |
LEE CPA AUDIT GROUP5+ years Filed as: LEE JOST & ASSOCIATES Service code 16 · EIN 39-1397718 | Consulting | $10,000 |
THE MAREK GROUP1 year Service code 49 W228 N821 WESTMOUND DRIVE · WAUKESHA, WI 53186 | Other Services | $6,312 |
THE PREVIANT LAW FIRM, S.C.5+ years Service code 29 · EIN 39-1211596 | Legal | $5,438 |
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 | $14,356 | $78,226-81.6% | $92,916-84.5% | $82,204-82.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 23.77% | 19.33%+4.4pp | 109.45%-85.7pp | 26.31%-2.5pp |
| Employer contribution / active EE | $2,758 | $3,911-29.5% | $3,654-24.5% | $2,707+1.9% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,238-100.0% | $4,246-100.0% |
| Admin fee / account holder | $48 | $119-59.3% | $5,796-99.2% | $76-35.9% |