Filed August 30, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: WILLIAM M. MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $183,481 |
FIDUCIARY MANAGEMENT, INC.1+ years Filed as: FIDUCIARY MANAGEMENT Service code 33 · EIN 39-1346018 | Securities brokerage | $120,590 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $115,349 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $104,655 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY Service code 33 · EIN 04-3200030 | Securities brokerage | $27,352 |
AETNA LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 06-0843888 | Contract Administrator | $20,713 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART PARTNERS Service code 29 · EIN 39-1711628 | Legal | $18,996 |
SCHENCK SC1+ years Service code 10 · EIN 39-1173131 | Accounting | $7,700 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -2.37% | -0.43%-1.9pp | -3.43%+1.1pp | -0.60%-1.8pp |
| Employer contribution / active EE | $3,121 | $10,132-69.2% | $25,607-87.8% | $12,272-74.6% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |