Filed April 7, 2017 (most recent of 4 filings on file)
Total covered: 242 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $142,909 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $45,490 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 51 · EIN 95-3692822 | Investment Mgmt Fees | $36,788 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 28 · EIN 39-6037917 | Investment Management | $35,119 |
FIDUCIARY MANAGEMENT, INC.1+ years Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $27,427 |
HEARTLAND ADVISORS, INC.1+ years Filed as: HEARTLAND ADVISORS INC. Service code 51 · EIN 39-1078128 | Investment Mgmt Fees | $18,162 |
BMO HARRIS BANK NA1+ years Filed as: BMO FINANCIAL GROUP Service code 21 · EIN 39-1186267 | Bank Trustee | $11,018 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,124-100.0% | $219,333-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 40.7%-40.7pp | 42.3%-42.3pp | 15.7%-15.7pp |
| Annual return | -1.23% | -1.80%+0.6pp | -2.01%+0.8pp | -7.14%+5.9pp |
| Employer contribution / active EE | $47,698 | $14,777+222.8% | $34,453+38.4% | $14,613+226.4% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,779-100.0% | $5,362-100.0% | $1,191-100.0% |