Filed April 8, 2014 (most recent of 4 filings on file)
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 |
|---|---|---|
THE KIECKHEFER GROUP3 years Service code 16 13400 BISHOPS LANE · BROOKFIELD, WI 53005 | Consulting | $34,193 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $12,400 |
GRAYDON HEAD & RITCHEY1 year Filed as: GRAYDON HEAD AND RITCHEY LLP Service code 29 P.O. BOX 6464 · CINCINNATI, OH 45201 | Legal | $11,930 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS INC. Service code 33 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Other services; Other commissions; Se... | $6,827 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $100,051 | $117,238-14.7% | $87,102+14.9% | $82,204+21.7% |
| Participation rate | 75.0% | 87.2%-12.3pp | 76.9%-1.9pp | 73.4%+1.6pp |
| Annual return | 21.26% | 25.80%-4.5pp | 28.19%-6.9pp | 26.31%-5.0pp |
| Employer contribution / active EE | $1,577 | $3,535-55.4% | $2,521-37.4% | $2,707-41.7% |
| Participant deferral / active EE | $3,414 | $5,976-42.9% | $4,048-15.7% | $4,246-19.6% |
| Admin fee / account holder | $13 | $81-84.1% | $7,493-99.8% | $76-82.9% |