Filed April 7, 2017 (most recent of 4 filings on file)
Total covered: 242 employees
| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $73,621 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 51 · EIN 95-3692822 | Investment Mgmt Fees | $58,895 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD & CO., INCORPORATED Service code 28 · EIN 39-6037917 | Investment Management | $57,249 |
FIDUCIARY MANAGEMENT, INC.1+ years Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $44,397 |
HEARTLAND ADVISORS, INC.1+ years Filed as: HEARTLAND ADVISORS. INC. Service code 51 · EIN 39-1078128 | Investment Mgmt Fees | $29,354 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $28,455 |
BMO HARRIS BANK NA1+ years Filed as: BMO FINANCIAL GROUP Service code 21 · EIN 39-1186267 | Bank Trustee | $14,871 |
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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -1.11% | -0.96%-0.1pp | -2.01%+0.9pp | -0.60%-0.5pp |
| Employer contribution / active EE | $10,721 | $6,828+57.0% | $34,453-68.9% | $12,272-12.6% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |