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 FUNDS8+ years Filed as: ROBERT W. BAIRD AND COMPANY Service code 21 · EIN 39-6037917 | Bank Trustee | $157,708 |
NORTHERN TRUST COMPANY7 years Service code 21 · EIN 36-1561860 | Bank Trustee | $147,029 |
AETNA LIFE INSURANCE COMPANY8+ years Service code 12 · EIN 06-6033492 | Other insurance fees and expenses; Cl... | $33,687 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 21 · EIN 13-3142135 | Bank Trustee | $20,299 |
INVESCO8+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 21 · EIN 58-1707262 | Bank Trustee | $19,230 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE Service code 12 · EIN 13-5570651 | Recordkeeping and information managem... | $14,107 |
BLACKROCK3 years Service code 21 · EIN 30-0587659 | Bank Trustee | $9,896 |
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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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -17.17% | -2.41%-14.8pp | -38.86%+21.7pp | 23.41%-40.6pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,756-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $48 | $969-95.0% | $16+206.5% | $1,474-96.7% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |