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.5 years Service code 11 · EIN 91-0675641 1301 FIFTH AVENUE, SUITE 3800 · SEATTLE, WA 98101 | Actuarial | $168,215 |
ASSOCIATED TRUST COMPANY7+ years Service code 15 · EIN 39-1564826 TRUST OPERATIONS · GREEN BAY, WI 54307 | Recordkeeping | $30,265 |
ASCENSUS LLC7+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 26 · EIN 94-0142264 21180 WEST CAPITOL DRIVE · PEWAUKEE, WI 53072 | Advisory (Participants) | $28,750 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 220 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Accounting | $13,270 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $295,536-100.0% | $375,279-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 23.1%-23.1pp | 36.7%-36.7pp | 8.4%-8.4pp |
| Annual return | 1.48% | 8.35%-6.9pp | 9.78%-8.3pp | 18.35%-16.9pp |
| Employer contribution / active EE | $0 | $16,968-100.0% | $46,889-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $72-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $39,383-100.0% | $5,665-100.0% | $9,141-100.0% |