Filed August 30, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS7+ years Filed as: ROBERT W. BAIRD Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $130,894 |
FIDUCIARY MANAGEMENT, INC.7+ years Filed as: FIDUCIARY MANAGEMENT Service code 33 · EIN 39-1346018 | Securities brokerage | $118,497 |
MERCER7+ years Filed as: WILLIAM M. MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $89,293 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $34,745 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & COMPANY Service code 33 · EIN 04-3200030 | Securities brokerage | $27,300 |
AETNA LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 06-0843888 | Contract Administrator | $26,599 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART PARTNERS Service code 29 · EIN 39-1711628 | Legal | $23,176 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $5,723 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 14.34% | 8.91%+5.4pp | 7.32%+7.0pp | 11.84%+2.5pp |
| Employer contribution / active EE | $3,036 | $8,713-65.2% | $23,426-87.0% | $17,339-82.5% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |