Filed November 9, 2005 (most recent of 2 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 |
|---|---|---|
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD Service code 27 · EIN 36-6037917 | Advisory (Plan) | $132,125 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK N.A. Service code 24 · EIN 36-2085229 | Discretionary Trustee | $86,067 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $83,875 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 · EIN 39-5027034 | Investment Management | $55,000 |
VON BRIESEN & ROPER1 year Filed as: VON BRIESEN & ROPER, S.C. Service code 29 · EIN 39-1576289 | Legal | $47,090 |
COMERICA BANK1 year Service code 28 · EIN 42-1741646 | Investment Management | $14,236 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $13,800 |
Filed as: WORLD ASSET MANAGEMENT Service code 28 · EIN 20-5661226 | Investment Management | $9,772 |
WELLS FARGO BANK, N.A.2+ years Service code 18 · EIN 94-1347393 | Direct payment from the plan; Custodi... | $0 |
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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | 2105.32% | 201.32%+1904.0pp | 12.68%+2092.6pp | 33.37%+2071.9pp |
| Employer contribution / active EE | $4,193 | $10,877-61.5% | $22,860-81.7% | $11,253-62.7% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |