Filed April 7, 2017 (most recent of 4 filings on file)
Total covered: 242 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $132,848 |
BAIRD FUNDS4+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 28 · EIN 39-6037917 | Investment Management | $65,458 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $48,056 |
DHGM1 year Service code 51 565 FIFTH AVENUE · NEW YORK, NY 100172445 | Investment Mgmt Fees | $40,435 |
FIDUCIARY MANAGEMENT, INC.4+ years Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $22,948 |
BMO HARRIS BANK NA4+ years Filed as: BMO FINANCIAL GROUP Service code 21 · EIN 39-1186267 | Bank Trustee | $10,668 |
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 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | -2.89% | -2.89%0pp | -102.04%+99.2pp | 10.56%-13.5pp |
| Employer contribution / active EE | $41,714 | $14,715+183.5% | $36,232+15.1% | $13,643+205.8% |
| Participant deferral / active EE | $0 | $46-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |