Filed May 10, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: R.W. BAIRD & COMPANY Service code 28 · EIN 39-6037917 | Investment Management | $400,999 |
Service code 11 · EIN 36-4389114 | Actuarial | $202,692 |
CARDINAL INVESTMENT ADVISORS5+ years Service code 27 · EIN 36-4464580 | Advisory (Plan) | $146,882 |
ASSOCIATED TRUST COMPANY5+ years Filed as: ASSOCIATED TRUST CO Service code 19 · EIN 39-1941673 | Securities Custodian | $72,431 |
GRANT THORNTON LLP5+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $18,674 |
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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.
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 21.60% | 33.70%-12.1pp | 14.64%+7.0pp | 53.27%-31.7pp |
| Employer contribution / active EE | $0 | $14,473-100.0% | $41,831-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |