Filed December 25, 2013
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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $47,430 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Service code 28 · EIN 22-3367558 | Investment Management | $34,709 |
EARNEST PARTNERS, LLC1+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386699 | Investment Management | $26,955 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $26,048 |
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 36-3707782 | Investment Management | $12,936 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 41-1592157 | Bank Trustee | $7,598 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 4.03% | 6.04%-2.0pp | 5.44%-1.4pp | 9.19%-5.2pp |
| Employer contribution / active EE | $3,222 | $12,925-75.1% | $25,481-87.4% | $12,608-74.4% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |