Filed May 29, 2015 (most recent of 4 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 |
|---|---|---|
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 16 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Consulting | $170,600 |
REINHART BOERNER VAN DEUREN S.C.1+ years Service code 16 1000 NORTH WATER STREET, SUITE 1700 · MILWAUKEE, WI 53202 | Consulting | $88,789 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,360 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 10700 WEST RESEARCH DRIVE · MILWAUKEE, WI 53226 | Accounting | $20,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,211 | $128,472+113.4% | $81,367+237.0% | $59,188+363.3% |
| Participation rate | 97.2% | 92.5%+4.7pp | 82.3%+14.9pp | 69.4%+27.8pp |
| Annual return | 1.51% | 1.24%+0.3pp | -0.92%+2.4pp | 5.51%-4.0pp |
| Employer contribution / active EE | $3,480 | $3,689-5.7% | $3,930-11.4% | $2,098+65.9% |
| Participant deferral / active EE | $9,897 | $6,963+42.1% | $5,383+83.8% | $3,265+203.1% |
| Admin fee / account holder | $78 | $71+9.3% | $8,926-99.1% | $92-15.5% |