Filed May 10, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC2+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $420,779 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 65-0046538 | Investment Management | $213,707 |
FIDUCIARY MANAGEMENT, INC.2+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $163,768 |
CARDINAL INVESTMENT ADVISORS2+ years Service code 27 · EIN 36-4464580 | Advisory (Plan) | $130,816 |
Service code 13 · EIN 36-4389114 | Contract Administrator | $113,759 |
ASSOCIATED TRUST COMPANY2+ years Filed as: ASSOCIATED TRUST CO Service code 19 · EIN 39-1941673 | Securities Custodian | $97,584 |
CENTURY CAPITAL MANAGEMENT, LLC2+ years Filed as: CENTURY CAPITAL MANAGEMENT Service code 28 · EIN 65-1214946 | Investment Management | $67,474 |
VAUGHAN NELSON INVESTMENT MGMT2+ years Filed as: VAUGHAN NELSON Service code 28 · EIN 04-3304963 | Investment Management | $54,388 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $21,900 |
WINKLEVOSS TECHNOLOGIES2+ years Service code 11 · EIN 06-1570269 | Actuarial | $13,655 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 6.80% | 6.13%+0.7pp | 4.74%+2.1pp | 9.19%-2.4pp |
| Employer contribution / active EE | $0 | $10,206-100.0% | $36,089-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |