Filed April 7, 2017 (most recent of 4 filings on file)
Total covered: 242 employees
| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS2+ years Filed as: ROBERT W. BAIRD & CO., INCORPORATED Service code 28 · EIN 39-6037917 | Investment Management | $93,794 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $79,151 |
FIDUCIARY MANAGEMENT, INC.2+ years Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $40,308 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $35,402 |
HEARTLAND ADVISORS, INC.2+ years Filed as: HEARTLAND ADVISORS. INC. Service code 51 · EIN 39-1078128 | Investment Mgmt Fees | $33,109 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 51 · EIN 95-3692822 | Investment Mgmt Fees | $25,283 |
BMO HARRIS BANK NA2+ years Filed as: BMO FINANCIAL GROUP Service code 21 · EIN 39-1186267 | Bank Trustee | $11,110 |
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 7.15% | 5.09%+2.1pp | 5.00%+2.2pp | 7.18%0pp |
| Employer contribution / active EE | $7,796 | $7,393+5.5% | $35,918-78.3% | $13,095-40.5% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |