Filed July 14, 2016 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $486,886 |
BRONFMAN E.L. ROTHSCHILD1 year Filed as: BRONFMAN E ROTHSCHILD Service code 33 · EIN 39-1908691 | Securities brokerage; Securities brok... | $65,814 |
LARSON FINANCIAL GROUP LLC4+ years Service code 33 · EIN 20-4773945 | Securities brokerage commissions and ... | $27,578 |
DANA INVESTMENT ADVISORS4+ years Filed as: DANA INVESTMENT ADVISORS, INC. Service code 33 · EIN 39-1512278 | Securities brokerage commissions and ... | $20,524 |
ASPIRIANT LLC3 years Filed as: ASPIRIANT, LLC Service code 33 · EIN 26-1518255 | Securities brokerage; Securities brok... | $19,255 |
LANDAAS & COMPANY4+ years Service code 33 · EIN 39-1628643 | Securities brokerage; Securities brok... | $16,937 |
SVA PLUMB FINANCIAL4+ years Filed as: SVA PLUMB WEALTH MANAGEMENT LLC Service code 33 · EIN 27-4605583 | Securities brokerage; Securities brok... | $16,861 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $14,566 |
WIPFLI LLP1 year Filed as: WIPFLI FINANCIAL ADVISORS, LLC Service code 33 · EIN 94-3338956 | Securities brokerage; Securities brok... | $14,307 |
Filed as: STRATEGIC WEALTH PARTNERS GROUP Service code 33 · EIN 47-2046833 | Securities brokerage; Securities brok... | $11,312 |
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 | $192,270 | $91,937+109.1% | $59,899+221.0% | $68,904+179.0% |
| Participation rate | 97.4% | 74.4%+23.0pp | 74.7%+22.7pp | 74.1%+23.3pp |
| Annual return | -3.85% | -3.10%-0.8pp | 3.46%-7.3pp | 1.07%-4.9pp |
| Employer contribution / active EE | $6,326 | $4,347+45.5% | $2,723+132.3% | $2,540+149.0% |
| Participant deferral / active EE | $9,045 | $3,817+137.0% | $3,403+165.8% | $4,015+125.3% |
| Admin fee / account holder | $60 | $27+124.6% | $3,592-98.3% | $71-15.8% |