Filed August 30, 2023 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS5+ years Filed as: ROBERT W. BAIRD Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $109,900 |
FIDUCIARY MANAGEMENT, INC.5+ years Filed as: FIDUCIARY MANAGEMENT Service code 33 · EIN 39-1346018 | Securities brokerage | $108,172 |
MERCER5+ years Filed as: WILLIAM M. MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $95,637 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $63,076 |
AETNA LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 06-0843888 | Contract Administrator | $28,781 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART PARTNERS Service code 29 · EIN 39-1711628 | Legal | $26,982 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY Service code 33 · EIN 04-3200030 | Securities brokerage | $24,125 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $10,125 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 18.69% | 15.60%+3.1pp | 29.77%-11.1pp | 16.32%+2.4pp |
| Employer contribution / active EE | $8,299 | $11,838-29.9% | $33,607-75.3% | $17,007-51.2% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |