Filed April 28, 1998 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Share... | $407,355 |
MARQUETTE ASSOCIATES7+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 · EIN 36-3485298 | Investment Management | $136,879 |
WIPFLI LLP5 years Filed as: WIPFLI CPA'S AND CONSULTANTS Service code 10 · EIN 39-0758449 | Accounting | $10,450 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,399 | $134,619-73.0% | $111,319-67.3% | $101,555-64.2% |
| Participation rate | 97.6% | 89.0%+8.6pp | 77.3%+20.2pp | 74.5%+23.0pp |
| Annual return | 16.91% | 17.96%-1.0pp | 54.68%-37.8pp | 21.00%-4.1pp |
| Employer contribution / active EE | $1,188 | $3,829-69.0% | $2,732-56.5% | $2,972-60.0% |
| Participant deferral / active EE | $3,431 | $6,572-47.8% | $4,488-23.5% | $4,874-29.6% |
| Admin fee / account holder | $80 | $86-7.1% | $7,966-99.0% | $139-42.5% |