Filed January 3, 2014
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 |
|---|---|---|
BAIRD INSURANCE SERVICES INC2+ years Filed as: HILLIARD LYONS Service code 28 · EIN 61-0734935 | Investment Management | $95,943 |
NYHART2+ years Service code 11 · EIN 35-0966414 | Actuarial | $37,290 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $7,313 |
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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 | $32,993-100.0% | $110,523-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 47.6%-47.6pp | 12.6%-12.6pp |
| Annual return | 5.07% | 2.73%+2.3pp | 1.69%+3.4pp | 4.56%+0.5pp |
| Employer contribution / active EE | $15,409 | $13,500+14.1% | $24,295-36.6% | $15,526-0.8% |
| Participant deferral / active EE | $0 | $559-100.0% | $1,031-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $1,392-100.0% | $1,711-100.0% |