Filed August 30, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS3+ years Filed as: ROBERT W. BAIRD Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $119,690 |
MERCER3+ years Filed as: WILLIAM M. MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $114,636 |
FIDUCIARY MANAGEMENT, INC.3+ years Filed as: FIDUCIARY MANAGEMENT Service code 33 · EIN 39-1346018 | Securities brokerage | $114,218 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $90,996 |
AETNA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 06-0843888 | Contract Administrator | $28,124 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART PARTNERS Service code 29 · EIN 39-1711628 | Legal | $25,185 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY Service code 33 · EIN 04-3200030 | Securities brokerage | $22,747 |
SCHENCK SC3+ years Service code 10 · EIN 39-1173131 | Accounting | $10,500 |
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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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 14.10% | 22.74%-8.6pp | 16.78%-2.7pp | 13.95%+0.2pp |
| Employer contribution / active EE | $6,703 | $16,157-58.5% | $26,328-74.5% | $16,598-59.6% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |