Filed December 14, 2015
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 FUNDS6+ years Filed as: ROBERT W. BAIRD AND COMPANY Service code 21 · EIN 39-6037917 | Bank Trustee | $141,849 |
INVESCO6+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 21 · EIN 58-1707262 | Bank Trustee | $95,237 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $93,771 |
AETNA LIFE INSURANCE COMPANY6+ years Service code 12 · EIN 06-6033492 | Other insurance fees and expenses; Cl... | $33,158 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $21,595 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE Service code 12 · EIN 13-5570651 | Claims processing; Recordkeeping and ... | $15,616 |
BLACKROCK1 year Service code 21 · EIN 30-0587659 | Bank Trustee | $8,073 |
BLACKROCK1 year Filed as: BLACKROCK CORP. Service code 21 · EIN 94-6052285 | Bank Trustee | $3,941 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 9.96% | 12.77%-2.8pp | 90.61%-80.7pp | 12.86%-2.9pp |
| Employer contribution / active EE | $0 | $8,963-100.0% | $32,730-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $1 | $448-99.9% | $40-98.4% | $833-99.9% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |