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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $400,305 |
Service code 37 · EIN 04-2647786 | Loan Processing | $164,010 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $10,000 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,849 | $127,796-31.3% | $76,768+14.4% | $73,367+19.7% |
| Participation rate | 97.3% | 88.2%+9.1pp | 77.0%+20.3pp | 69.5%+27.8pp |
| Annual return | -5.00% | -2.31%-2.7pp | 2.43%-7.4pp | 173.45%-178.4pp |
| Employer contribution / active EE | $3,745 | $3,931-4.7% | $2,485+50.7% | $2,499+49.9% |
| Participant deferral / active EE | $6,288 | $6,924-9.2% | $3,852+63.2% | $4,033+55.9% |
| Admin fee / account holder | $121 | $66+82.1% | $6,676-98.2% | $68+76.8% |