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 | $344,940 |
STRATEGIC ADVISORS, INC.8 years Filed as: STRATEGIC ADVISORS,INC. Service code 26 · EIN 04-2654524 | Advisory (Participants) | $249,849 |
CROWE LLP1 year Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 | Accounting | $41,160 |
BAIRD FUNDS8 years Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $11,387 |
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 | $345,078 | $191,300+80.4% | $103,065+234.8% | $200,096+72.5% |
| Participation rate | 98.7% | 93.4%+5.4pp | 80.6%+18.2pp | 72.0%+26.7pp |
| Annual return | 15.83% | 15.75%+0.1pp | 23.95%-8.1pp | 34.26%-18.4pp |
| Employer contribution / active EE | $10,139 | $6,666+52.1% | $4,675+116.9% | $3,038+233.8% |
| Participant deferral / active EE | $11,189 | $10,452+7.1% | $6,625+68.9% | $5,090+119.8% |
| Admin fee / account holder | $134 | $115+16.4% | $9,349-98.6% | $269-50.3% |