Filed August 30, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS8+ years Filed as: ROBERT W. BAIRD Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $160,905 |
Service code 11 · EIN 23-1159360 | Actuarial | $126,312 |
FIDUCIARY MANAGEMENT, INC.8+ years Filed as: FIDUCIARY MANAGEMENT Service code 33 · EIN 39-1346018 | Securities brokerage | $63,562 |
BMO HARRIS BANK NA8+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $40,515 |
AETNA LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 06-0843888 | Contract Administrator | $30,554 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $25,155 |
Filed as: MADISON INVESTMENTS Service code 27 · EIN 39-1194160 | Advisory (Plan) | $19,554 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES & COMPANY Service code 33 · EIN 04-3200030 | Securities brokerage | $17,927 |
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART PARTNERS Service code 29 · EIN 39-1711628 | Legal | $16,167 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 5.6%-5.6pp |
| Annual return | -15.80% | -15.55%-0.3pp | -5.12%-10.7pp | 39.82%-55.6pp |
| Employer contribution / active EE | $0 | $14,317-100.0% | $31,020-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |