Filed May 10, 2018 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC1+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $428,064 |
FRANKLIN TEMPLETON1+ years Service code 28 · EIN 65-0046538 | Investment Management | $224,402 |
FIDUCIARY MANAGEMENT, INC.1+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $159,141 |
Service code 13 · EIN 36-4389114 | Contract Administrator | $135,692 |
CARDINAL INVESTMENT ADVISORS1+ years Service code 27 · EIN 36-4464580 | Advisory (Plan) | $93,492 |
ASSOCIATED TRUST COMPANY1+ years Filed as: ASSOCIATED TRUST CO Service code 19 · EIN 39-1941673 | Securities Custodian | $90,359 |
CENTURY CAPITAL MANAGEMENT, LLC1+ years Filed as: CENTURY CAPITAL MANAGEMENT Service code 28 · EIN 65-1214946 | Investment Management | $71,198 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $70,607 |
VAUGHAN NELSON INVESTMENT MGMT1+ years Filed as: VAUGHAN NELSON Service code 28 · EIN 04-3304963 | Investment Management | $57,686 |
WINKLEVOSS TECHNOLOGIES1+ years Service code 11 · EIN 06-1570269 | Actuarial | $13,363 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant 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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -2.45% | -0.09%-2.4pp | -0.81%-1.6pp | 1.67%-4.1pp |
| Employer contribution / active EE | $0 | $11,440-100.0% | $38,425-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |