Filed November 9, 2005 (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 |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 1301 FIFTH AVENUE, SUITE 3800 · SEATTLE, WA 98101 | Actuarial | $73,130 |
ASCENSUS LLC1+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 26 · EIN 94-0142264 21180 W. CAPITOL DRIVE · PEWAUKEE, WI 53072 | Advisory (Participants) | $23,125 |
ASSOCIATED TRUST COMPANY1+ years Service code 21 · EIN 39-1564826 TRUST OPERATIONS · GREEN BAY, WI 54307 | Bank Trustee | $20,810 |
SCHENCK SC1+ years Filed as: SCHENCK SOLUTIONS Service code 10 · EIN 39-1173131 200 E. WASHINGTON STREET · APPLETON, WI 54912 | Accounting | $4,600 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $74,707-100.0% | $252,559-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 15.0%-15.0pp | 50.9%-50.9pp | 4.3%-4.3pp |
| Annual return | -3.28% | -0.16%-3.1pp | -1.68%-1.6pp | 2.81%-6.1pp |
| Employer contribution / active EE | $18,094 | $33,118-45.4% | $44,959-59.8% | $16,358+10.6% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $330-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $32-100.0% | $12,994-100.0% | $1,639-100.0% |