Filed April 7, 2017 (most recent of 4 filings on file)
Total covered: 242 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $245,199 |
BAIRD FUNDS9+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 28 · EIN 39-6037917 | Investment Management | $70,501 |
DHGM6 years Service code 51 565 FIFTH AVENUE · NEW YORK, NY 100172445 | Investment Mgmt Fees | $23,703 |
BMO HARRIS BANK NA9+ years Filed as: BMO FINANCIAL GROUP Service code 21 · EIN 39-1186267 | Bank Trustee | $13,864 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $262,251-100.0% | $250,986-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 50.6%-50.6pp | 55.9%-55.9pp |
| Annual return | 9.95% | 34.49%-24.5pp | 32.33%-22.4pp | 24.44%-14.5pp |
| Employer contribution / active EE | $14,615 | $35,997-59.4% | $33,956-57.0% | $41,344-64.6% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |