Filed April 7, 2017 (most recent of 4 filings on file)
Total covered: 242 employees
| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS7+ years Filed as: ROBERT W. BAIRD & CO., INCORPORATED Service code 28 · EIN 39-6037917 | Investment Management | $139,238 |
MERCER4 years Service code 11 · EIN 13-2834414 | Actuarial | $103,006 |
DGHM5 years Service code 51 565 FIFTH AVENUE · NEW YORK, NY 100172445 | Investment Mgmt Fees | $65,920 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $20,400 |
BMO HARRIS BANK NA7+ years Filed as: BMO FINANCIAL GROUP Service code 21 · EIN 39-1186267 | Bank Trustee | $13,310 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $6,900 |
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 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 11.50% | 9.72%+1.8pp | 10.75%+0.8pp | 13.24%-1.7pp |
| Employer contribution / active EE | $10,332 | $10,988-6.0% | $35,170-70.6% | $14,616-29.3% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |