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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $163,842 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $121,637 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $54,030 |
Filed as: REINHART, BOERNER, VANDEUREN Service code 29 · EIN 39-1126909 | Legal | $39,817 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $25,066 |
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 | $308,623 | $144,389+113.7% | $90,782+240.0% | $75,289+309.9% |
| Participation rate | 95.8% | 92.2%+3.6pp | 82.7%+13.2pp | 72.4%+23.4pp |
| Annual return | -2.38% | 0.91%-3.3pp | -3.42%+1.0pp | -0.04%-2.3pp |
| Employer contribution / active EE | $4,342 | $4,529-4.1% | $4,105+5.8% | $2,405+80.6% |
| Participant deferral / active EE | $11,071 | $7,882+40.5% | $5,366+106.3% | $3,739+196.1% |
| Admin fee / account holder | $79 | $102-22.5% | $5,908-98.7% | $102-22.4% |