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 CONSULTING5+ years Filed as: AON HEWITT ASSOCIATES Service code 17 · EIN 36-2235791 | Pension Consulting | $310,925 |
SYSTEMATIC FINANCIAL MANAGEMENT5+ years Service code 50 · EIN 22-3367558 | Direct Payment | $115,747 |
EARNEST PARTNERS, LLC5+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386699 | Investment Management | $114,735 |
DIAMOND HILL4 years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $77,345 |
BAIRD FUNDS5+ years Filed as: ROBERT W. BAIRD Service code 17 · EIN 39-6037917 | Pension Consulting | $50,530 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $36,654 |
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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 12.25% | 24.77%-12.5pp | -2.84%+15.1pp | 12.86%-0.6pp |
| Employer contribution / active EE | $7,865 | $13,270-40.7% | $33,329-76.4% | $13,687-42.5% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |