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 FUNDS7+ years Filed as: ROBERT W. BAIRD AND COMPANY Service code 21 · EIN 39-6037917 | Bank Trustee | $145,526 |
NORTHERN TRUST COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $116,160 |
INVESCO7+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 21 · EIN 58-1707262 | Bank Trustee | $110,764 |
AETNA LIFE INSURANCE COMPANY7+ years Service code 12 · EIN 06-6033492 | Claims processing; Other insurance fe... | $34,018 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 21 · EIN 13-3142135 | Bank Trustee | $21,668 |
BLACKROCK2 years Service code 21 · EIN 30-0587659 | Bank Trustee | $20,442 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE Service code 12 · EIN 13-5570651 | Recordkeeping and information managem... | $14,866 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 9.74% | 35.98%-26.2pp | 10.75%-1.0pp | 15.63%-5.9pp |
| Employer contribution / active EE | $0 | $8,396-100.0% | $35,170-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $88 | $812-89.2% | $82+7.1% | $1,127-92.2% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |