Filed August 30, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: WILLIAM M. MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $145,755 |
FIDUCIARY MANAGEMENT, INC.2+ years Filed as: FIDUCIARY MANAGEMENT Service code 33 · EIN 39-1346018 | Securities brokerage | $113,048 |
BAIRD FUNDS2+ years Filed as: ROBERT W. BAIRD Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $104,434 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $91,110 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART PARTNERS Service code 29 · EIN 39-1711628 | Legal | $29,695 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY Service code 33 · EIN 04-3200030 | Securities brokerage | $22,459 |
AETNA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 06-0843888 | Contract Administrator | $20,586 |
SCHENCK SC2+ years Service code 10 · EIN 39-1173131 | Accounting | $9,000 |
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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 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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 8.45% | 17.94%-9.5pp | 5.44%+3.0pp | 7.18%+1.3pp |
| Employer contribution / active EE | $2,572 | $12,263-79.0% | $25,481-89.9% | $13,095-80.4% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |