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 17 · EIN 04-2647786 | Pension Consulting | $161,454 |
Service code 11 · EIN 53-0181291 | Actuarial | $94,523 |
Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $15,521 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $10,400 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $221,583-100.0% | $221,583-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 4.3%-4.3pp | 46.4%-46.4pp |
| Annual return | -2.92% | -10.69%+7.8pp | -6.55%+3.6pp | -82.67%+79.7pp |
| Employer contribution / active EE | $0 | $29,383-100.0% | $21,653-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $109-100.0% | $160-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,920-100.0% | $1,920-100.0% | $11,204-100.0% |