Filed April 7, 2017 (most recent of 4 filings on file)
Total covered: 242 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $150,434 |
BAIRD FUNDS3+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 28 · EIN 39-6037917 | Investment Management | $77,543 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $54,737 |
BMO HARRIS BANK NA3+ years Filed as: BMO FINANCIAL GROUP Service code 21 · EIN 39-1186267 | Bank Trustee | $11,882 |
FIDUCIARY MANAGEMENT, INC.3+ years Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $6,890 |
HEARTLAND ADVISORS, INC.3+ years Filed as: HEARTLAND ADVISORS INC. Service code 51 · EIN 39-1078128 | Investment Mgmt Fees | $6,384 |
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 | $63,154-100.0% | $198,173-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 42.0%-42.0pp | 11.3%-11.3pp |
| Annual return | 14.45% | 9.55%+4.9pp | 10.16%+4.3pp | 10.41%+4.0pp |
| Employer contribution / active EE | $81,977 | $14,371+470.4% | $33,192+147.0% | $14,691+458.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $5,973-100.0% | $7,531-100.0% | $2,646-100.0% |