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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON HEWITT ASSOCIATES Service code 13 · EIN 36-2235791 | Contract Administrator | $176,473 |
SYSTEMATIC FINANCIAL MANAGEMENT4+ years Service code 28 · EIN 22-3367558 | Investment Management | $123,512 |
EARNEST PARTNERS, LLC4+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386699 | Investment Management | $112,586 |
DIAMOND HILL3 years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $78,731 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $28,324 |
BAIRD FUNDS4+ years Filed as: ROBERT W. BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $24,322 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 20.41% | 22.40%-2.0pp | 29.77%-9.4pp | 21.83%-1.4pp |
| Employer contribution / active EE | $3,726 | $13,519-72.4% | $33,607-88.9% | $12,237-69.5% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |