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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $400,574 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS,INC. Service code 26 · EIN 04-2654524 | Advisory (Participants) | $228,105 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $21,347 |
Filed as: REINHART, BOERNER, VANDEUREN Service code 29 · EIN 39-1126909 | Legal | $12,548 |
BAIRD FUNDS6 years Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $11,333 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,397 | $153,281+85.5% | $93,789+203.2% | $77,904+265.1% |
| Participation rate | 99.6% | 92.2%+7.4pp | 81.0%+18.6pp | 73.7%+25.9pp |
| Annual return | -14.42% | -5.55%-8.9pp | -11.33%-3.1pp | 12.21%-26.6pp |
| Employer contribution / active EE | $9,345 | $5,690+64.2% | $4,323+116.2% | $2,848+228.2% |
| Participant deferral / active EE | $10,862 | $9,364+16.0% | $6,094+78.2% | $4,806+126.0% |
| Admin fee / account holder | $132 | $114+15.7% | $7,195-98.2% | $133-0.4% |