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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $215,505 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $161,712 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $74,105 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 26 · EIN 36-4291971 | Advisory (Participants) | $53,750 |
BAIRD FUNDS4 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 | -$385,280 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,322 | $171,796-18.9% | $111,319+25.2% | $106,520+30.8% |
| Participation rate | 97.9% | 88.6%+9.3pp | 77.3%+20.6pp | 71.3%+26.6pp |
| Annual return | 16.91% | 18.62%-1.7pp | 54.68%-37.8pp | 19.28%-2.4pp |
| Employer contribution / active EE | $4,219 | $4,687-10.0% | $2,732+54.5% | $2,840+48.6% |
| Participant deferral / active EE | $7,527 | $7,845-4.0% | $4,488+67.7% | $4,948+52.1% |
| Admin fee / account holder | $70 | $69+0.6% | $7,966-99.1% | $75-6.4% |