Filed August 30, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 23-1159360 | Actuarial | $420,646 |
BAIRD FUNDS9+ years Filed as: ROBERT W. BAIRD Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $108,443 |
MADISON INVESTMENT ADVISORS2 years Filed as: MADISON INVESTMENTS Service code 27 · EIN 39-1194160 | Advisory (Plan) | $98,884 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON P.C. Service code 29 · EIN 94-2602731 | Legal | $49,895 |
BMO HARRIS BANK NA1 year Filed as: BMO BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $40,651 |
AETNA LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 06-0843888 | Contract Administrator | $33,890 |
FIDUCIARY MANAGEMENT, INC.9+ years Filed as: FIDUCIARY MANAGEMENT Service code 33 · EIN 39-1346018 | Securities brokerage | $33,385 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 5.05% | 9.67%-4.6pp | 7.69%-2.6pp | 22.81%-17.8pp |
| Employer contribution / active EE | $105,426 | $11,016+857.1% | $28,501+269.9% | $18,290+476.4% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |