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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $130,619 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $111,964 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $72,817 |
Filed as: REINHART, BOERNER, VANDEUREN Service code 29 · EIN 39-1126909 | Legal | $66,188 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $24,500 |
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 | $336,277 | $159,202+111.2% | $97,995+243.2% | $77,958+331.4% |
| Participation rate | 96.0% | 91.5%+4.5pp | 82.4%+13.6pp | 71.6%+24.3pp |
| Annual return | 17.93% | 28.47%-10.5pp | 23.94%-6.0pp | 20.87%-2.9pp |
| Employer contribution / active EE | $3,757 | $4,224-11.1% | $4,158-9.6% | $2,310+62.6% |
| Participant deferral / active EE | $10,269 | $7,461+37.6% | $5,097+101.5% | $3,537+190.4% |
| Admin fee / account holder | $79 | $83-5.0% | $5,943-98.7% | $97-19.4% |