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 | $365,252 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS,INC. Service code 26 · EIN 04-2654524 | Advisory (Participants) | $173,525 |
BAIRD FUNDS5 years Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $33,586 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $20,276 |
Filed as: REINHART, BOERNER, VANDEUREN Service code 29 · EIN 39-1126909 | Legal | $11,588 |
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 | $349,706 | $211,459+65.4% | $119,237+193.3% | $93,010+276.0% |
| Participation rate | 98.8% | 94.1%+4.7pp | 82.7%+16.1pp | 73.9%+24.9pp |
| Annual return | 14.23% | 39.10%-24.9pp | 30.70%-16.5pp | 158.70%-144.5pp |
| Employer contribution / active EE | $9,042 | $5,958+51.8% | $4,383+106.3% | $2,705+234.2% |
| Participant deferral / active EE | $10,499 | $9,654+8.8% | $6,112+71.8% | $4,561+130.2% |
| Admin fee / account holder | $118 | $124-4.9% | $7,229-98.4% | $152-22.5% |