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 | $376,738 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $196,141 |
BAIRD FUNDS5 years Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $41,307 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $20,276 |
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 | $451,157 | $211,459+113.4% | $119,237+278.4% | $93,010+385.1% |
| Participation rate | 96.3% | 94.1%+2.3pp | 82.7%+13.6pp | 73.9%+22.4pp |
| Annual return | 14.41% | 39.10%-24.7pp | 30.70%-16.3pp | 158.70%-144.3pp |
| Employer contribution / active EE | $5,268 | $5,958-11.6% | $4,383+20.2% | $2,705+94.7% |
| Participant deferral / active EE | $12,245 | $9,654+26.8% | $6,112+100.3% | $4,561+168.5% |
| Admin fee / account holder | $134 | $124+8.3% | $7,229-98.1% | $152-11.7% |