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 | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,397 | $153,281+85.5% | $93,765+203.3% | $77,906+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 | -11.32%-3.1pp | 12.16%-26.6pp |
| Employer contribution / active EE | $9,345 | $5,690+64.2% | $4,327+115.9% | $2,846+228.3% |
| Participant deferral / active EE | $10,862 | $9,364+16.0% | $6,099+78.1% | $4,805+126.1% |
| Admin fee / account holder | $132 | $114+15.7% | $7,184-98.2% | $133-0.4% |