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.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS,INC. Service code 26 · EIN 04-2654524 | Advisory (Participants) | $108,796 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $93,779 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $39,637 |
Filed as: REINHART, BOERNER, VANDEUREN Service code 29 · EIN 39-1126909 | Legal | $22,463 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $17,066 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,684 | $144,389+48.7% | $90,782+136.5% | $75,289+185.1% |
| Participation rate | 98.2% | 92.2%+6.1pp | 82.7%+15.6pp | 72.4%+25.8pp |
| Annual return | -2.47% | 0.91%-3.4pp | -3.42%+1.0pp | -0.04%-2.4pp |
| Employer contribution / active EE | $7,682 | $4,529+69.6% | $4,105+87.1% | $2,405+219.4% |
| Participant deferral / active EE | $8,759 | $7,882+11.1% | $5,366+63.2% | $3,739+134.3% |
| Admin fee / account holder | $50 | $102-51.2% | $5,908-99.2% | $102-51.2% |