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.3 years Service code 11 · EIN 91-0675641 1301 FIFTH AVENUE, SUITE 3800 · SEATTLE, WA 98101 | Actuarial | $71,548 |
ASSOCIATED TRUST COMPANY5+ years Service code 15 · EIN 39-1564826 TRUST OPERATIONS · GREEN BAY, WI 54307 | Recordkeeping | $23,397 |
ASCENSUS LLC5+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 26 · EIN 94-0142264 21180 WEST CAPITOL DRIVE · PEWAUKEE, WI 53072 | Advisory (Participants) | $10,000 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 220 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Accounting | $7,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $40,848-100.0% | $346,182-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.3%-20.3pp | 52.1%-52.1pp | 13.0%-13.0pp |
| Annual return | 16.31% | 22.30%-6.0pp | 13.48%+2.8pp | 13.59%+2.7pp |
| Employer contribution / active EE | $21,429 | $18,386+16.5% | $47,067-54.5% | $14,592+46.9% |
| Participant deferral / active EE | $0 | $11-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $14,572-100.0% | $29,657-100.0% |