Filed August 12, 2011
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 |
|---|---|---|
SIKICH LLP5+ years Service code 13 · EIN 36-3168081 13400 BISHOPS LN STE 300 · BROOKFIELD, WI 53005 | Contract Administrator | $10,050 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 · EIN 39-1894140 1585 ALLOUEZ AVE SUITE 3 · GREEN BAY, WI 54311 | Contract Administrator | $1,997 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,688 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $3 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,337 | $66,319+21.1% | $93,621-14.2% | $65,186+23.2% |
| Participation rate | 67.3% | 74.0%-6.7pp | 75.8%-8.5pp | 70.2%-2.9pp |
| Annual return | 22.03% | 42.59%-20.6pp | 32.76%-10.7pp | 29.39%-7.4pp |
| Employer contribution / active EE | $1,480 | $2,013-26.4% | $2,719-45.5% | $2,177-32.0% |
| Participant deferral / active EE | $2,952 | $3,343-11.7% | $4,070-27.5% | $3,514-16.0% |
| Admin fee / account holder | $79 | $6,900-98.9% | $7,890-99.0% | $847-90.7% |