Filed May 10, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC3+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $416,573 |
CARDINAL INVESTMENT ADVISORS3+ years Service code 27 · EIN 36-4464580 | Advisory (Plan) | $140,643 |
FIDUCIARY MANAGEMENT, INC.3+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $131,437 |
Service code 13 · EIN 36-4389114 | Contract Administrator | $117,244 |
ASSOCIATED TRUST COMPANY3+ years Filed as: ASSOCIATED TRUST CO Service code 19 · EIN 39-1941673 | Securities Custodian | $82,340 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $26,600 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $21,075 |
WINKLEVOSS TECHNOLOGIES3+ years Service code 11 · EIN 06-1570269 | Actuarial | $13,715 |
CENTURY CAPITAL MANAGEMENT, LLC3+ years Filed as: CENTURY CAPITAL MANAGEMENT Service code 28 · EIN 65-1214946 | Investment Management | $11,023 |
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Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 14.38% | 13.03%+1.3pp | 10.36%+4.0pp | 23.90%-9.5pp |
| Employer contribution / active EE | $66 | $15,779-99.6% | $37,738-99.8% | $16,539-99.6% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |