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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $468,960 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,027 |
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 | $108,989 | $143,368-24.0% | $87,102+25.1% | $89,609+21.6% |
| Participation rate | 97.4% | 88.2%+9.1pp | 76.9%+20.5pp | 69.6%+27.8pp |
| Annual return | 24.26% | 28.55%-4.3pp | 28.19%-3.9pp | 33.65%-9.4pp |
| Employer contribution / active EE | $4,009 | $4,012-0.1% | $2,521+59.0% | $2,584+55.1% |
| Participant deferral / active EE | $6,656 | $7,129-6.6% | $4,048+64.4% | $4,222+57.6% |
| Admin fee / account holder | $111 | $61+83.0% | $7,493-98.5% | $72+55.4% |