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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $473,946 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 26 · EIN 36-4291971 | Advisory (Participants) | $20,000 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$248,518 |
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 | $129,950 | $124,049+4.8% | $95,968+35.4% | $93,223+39.4% |
| Participation rate | 98.0% | 88.4%+9.6pp | 77.1%+20.9pp | 74.9%+23.1pp |
| Annual return | 19.73% | 22.17%-2.4pp | 91.65%-71.9pp | 19.29%+0.4pp |
| Employer contribution / active EE | $3,724 | $3,478+7.1% | $2,542+46.5% | $2,680+39.0% |
| Participant deferral / active EE | $6,897 | $6,147+12.2% | $4,167+65.5% | $4,563+51.1% |
| Admin fee / account holder | $107 | $73+46.7% | $6,798-98.4% | $79+34.7% |