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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED BANK6+ years Service code 19 · EIN 39-1564826 | Securities Custodian | $345,009 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART Service code 29 · EIN 39-1126909 | Legal | $37,847 |
LPL FINANCIAL4 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,500 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $16,625 |
THE PREVIANT LAW FIRM, S.C.6+ years Service code 29 · EIN 39-1211596 | Legal | $10,190 |
Filed as: BENEFIT PLAN ADMINISTRATION OF WISC Service code 16 · EIN 39-1400101 | Consulting | $10,000 |
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 | $20,159 | $73,497-72.6% | $101,275-80.1% | $93,223-78.4% |
| Participation rate | 92.8% | 84.5%+8.2pp | 75.8%+17.0pp | 74.9%+17.9pp |
| Annual return | 17.20% | 11.66%+5.5pp | 46.46%-29.3pp | 19.29%-2.1pp |
| Employer contribution / active EE | $3,090 | $3,600-14.2% | $3,660-15.6% | $2,680+15.3% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $58 | $121-52.1% | $5,948-99.0% | $79-26.8% |