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 LLP8+ years Service code 99 · EIN 36-3168081 13400 BISHOPS LN STE 300 · BROOKFIELD, WI 53005 | Other Fees | $5,675 |
ADP BROKER-DEALER8+ years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 · EIN 39-1894140 1540 W MAIN AVE STE B7 · DE PERE, WI 54115 | Contract Administrator | $2,043 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $700 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,210 | $72,639-22.6% | $90,766-38.1% | $66,949-16.0% |
| Participation rate | 73.1% | 73.7%-0.6pp | 75.7%-2.6pp | 69.8%+3.3pp |
| Annual return | -19.63% | -12.28%-7.4pp | -12.16%-7.5pp | 1.57%-21.2pp |
| Employer contribution / active EE | $1,478 | $2,369-37.6% | $2,922-49.4% | $2,545-41.9% |
| Participant deferral / active EE | $3,259 | $3,979-18.1% | $4,565-28.6% | $4,239-23.1% |
| Admin fee / account holder | $44 | $708-93.7% | $8,446-99.5% | $594-92.5% |