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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED BANK7+ years Service code 19 · EIN 39-1564826 | Securities Custodian | $337,051 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS Service code 27 180 HOWARD STREET · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $27,083 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART Service code 29 · EIN 39-1126909 | Legal | $25,045 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $19,875 |
BENESYS, INC.1 year Filed as: BENESYS Service code 16 · EIN 38-2383171 | Consulting | $10,000 |
THE PREVIANT LAW FIRM, S.C.7+ years Service code 29 · EIN 39-1211596 | Legal | $9,027 |
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 | $25,051 | $80,412-68.8% | $109,191-77.1% | $101,555-75.3% |
| Participation rate | 94.5% | 84.4%+10.1pp | 75.9%+18.6pp | 74.5%+20.0pp |
| Annual return | 14.36% | 16.17%-1.8pp | 25.76%-11.4pp | 21.00%-6.6pp |
| Employer contribution / active EE | $3,315 | $3,731-11.2% | $3,723-11.0% | $2,972+11.5% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $55 | $135-59.4% | $6,756-99.2% | $139-60.8% |