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 | $162,812 |
Filed as: REINHART, BOERNER, VANDEUREN Service code 29 · EIN 39-1126909 | Legal | $62,217 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $52,083 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS,INC. Service code 26 · EIN 04-2654524 | Advisory (Participants) | $48,906 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $19,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,077 | $159,202+42.6% | $97,995+131.7% | $77,958+191.3% |
| Participation rate | 98.8% | 91.5%+7.3pp | 82.4%+16.4pp | 71.6%+27.1pp |
| Annual return | 17.42% | 28.47%-11.0pp | 23.94%-6.5pp | 20.87%-3.4pp |
| Employer contribution / active EE | $7,432 | $4,224+75.9% | $4,158+78.7% | $2,310+221.7% |
| Participant deferral / active EE | $8,283 | $7,461+11.0% | $5,097+62.5% | $3,537+134.2% |
| Admin fee / account holder | $61 | $83-25.8% | $5,943-99.0% | $97-37.0% |