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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 982902 · EL PASO, TX 79998 | Recordkeeping | $68,607 |
DENALI WEALTH MANAGEMENT7+ years Service code 15 · EIN 27-1701487 1325 W TOWNE SQUARE ROAD · MEQUON, WI 53092 | Recordkeeping | $8,000 |
REILLY, PENNER & BENTON LLP6 years Filed as: REILLY, PENNER & BENTON Service code 10 · EIN 39-0747409 1233 N MAYFAIR ROAD · MILWAUKEE, WI 53214 | Accounting | $6,800 |
HUSCH BLACKWELL6 years Service code 29 · EIN 26-1688286 511 N BROADWAY, SUITE 1100 · MILWAUKEE, WI 53202 | Legal | $3,864 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,666 | $66,528+189.6% | $86,615+122.4% | $86,821+121.9% |
| Participation rate | 97.7% | 72.4%+25.3pp | 71.6%+26.0pp | 72.3%+25.4pp |
| Annual return | 13.86% | 19.56%-5.7pp | 63.51%-49.7pp | 97.94%-84.1pp |
| Employer contribution / active EE | $7,876 | $2,007+292.4% | $2,496+215.6% | $2,406+227.3% |
| Participant deferral / active EE | $8,664 | $3,240+167.4% | $3,699+134.2% | $4,132+109.7% |
| Admin fee / account holder | $147 | $148-1.0% | $5,830-97.5% | $170-13.6% |