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 LLP6+ years Service code 99 · EIN 36-3168081 13400 BISHOPS LN STE 300 · BROOKFIELD, WI 53005 | Other Fees | $10,500 |
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 · EIN 39-1894140 1585 ALLOUEZ AVE SUITE 3 · GREEN BAY, WI 54311 | Contract Administrator | $2,270 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $988 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,739 | $70,917+32.2% | $98,920-5.2% | $73,497+27.5% |
| Participation rate | 66.5% | 73.8%-7.3pp | 76.0%-9.5pp | 70.7%-4.2pp |
| Annual return | 17.29% | 34.18%-16.9pp | 196.47%-179.2pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,511 | $2,037-25.8% | $2,689-43.8% | $2,270-33.4% |
| Participant deferral / active EE | $2,881 | $3,501-17.7% | $4,245-32.1% | $3,740-23.0% |
| Admin fee / account holder | $91 | $535-83.0% | $6,643-98.6% | $513-82.2% |