Filed November 10, 2010
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK6+ years Filed as: JOHNSON INVESTMENT CO. Service code 27 · EIN 31-1801770 | Advisory (Plan) | $17,027 |
US BANK1 year Filed as: USBANK Service code 13 · EIN 41-6271370 | Contract Administrator | $16,451 |
Filed as: ALTRINSIC GLOBAL ADVISORS Service code 27 8 SOUND SHORE DR. · GREENWICH, CT 06830 | Advisory (Plan) | $12,798 |
Filed as: FORT WASHINGTON INVESTMENT ADV Service code 27 303 BROADWAY #1200 · CINCINNATI, OH 45202 | Advisory (Plan) | $10,726 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 10.86% | 8.57%+2.3pp | 7.87%+3.0pp | 9.29%+1.6pp |
| Employer contribution / active EE | $25,563 | $19,481+31.2% | $31,784-19.6% | $15,168+68.5% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |