Filed November 4, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $112,414 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $54,084 |
Service code 21 790 N. WATER STREE · MILWAUKEE, WI 53202 | Bank Trustee | $21,559 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $21,525 |
ALIGHT SOLUTIONS LLC4 years Service code 13 · EIN 36-2235791 | Contract Administrator | $3,300 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,040-100.0% | $148,078-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.7%-43.7pp |
| Annual return | 6.98% | 3.77%+3.2pp | 6.70%+0.3pp | 13.05%-6.1pp |
| Employer contribution / active EE | $35,700 | $35,747-0.1% | $25,217+41.6% | $37,664-5.2% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |