Filed March 27, 2011 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
DANA INVESTMENT ADVISORS7+ years Service code 21 · EIN 39-1512278 | Bank Trustee | $63,773 |
Filed as: ONEAMERICA Service code 24 · EIN 46-5378846 | Discretionary Trustee | $56,092 |
Service code 21 · EIN 39-1572238 | Bank Trustee | $54,186 |
FIDUCIARY MANAGEMENT, INC.7+ years Service code 21 · EIN 39-1346018 | Bank Trustee | $46,409 |
REGAL INVESTMENT ADVISORS LLC7+ years Filed as: REGAL BAY INVESTMENT GROUP, LLC Service code 21 250 E WISCONSIN AVE, STE 1500 · MILWAUKEE, WI 53202 | Bank Trustee | $44,479 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,541 | $93,131-27.5% | $106,554-36.6% | $86,828-22.2% |
| Participation rate | 98.2% | 81.4%+16.8pp | 76.1%+22.1pp | 72.3%+25.9pp |
| Annual return | 14.95% | 19.45%-4.5pp | 26.80%-11.9pp | 97.95%-83.0pp |
| Employer contribution / active EE | $5,065 | $2,895+74.9% | $2,819+79.6% | $2,406+110.5% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $248 | $145+71.2% | $7,408-96.6% | $170+46.5% |