Filed April 7, 2017 (most recent of 4 filings on file)
Total covered: 242 employees
| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS9+ years Filed as: ROBERT W. BAIRD & CO., INCORPORATED Service code 28 · EIN 39-6037917 | Investment Management | $132,557 |
MERCER6 years Service code 11 · EIN 13-2834414 | Actuarial | $71,592 |
DGHM7 years Service code 51 565 FIFTH AVENUE · NEW YORK, NY 100172445 | Investment Mgmt Fees | $48,481 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $20,376 |
BMO HARRIS BANK NA9+ years Filed as: BMO FINANCIAL GROUP Service code 21 · EIN 39-1186267 | Bank Trustee | $11,111 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 13.16% | 18.04%-4.9pp | 32.33%-19.2pp | 37.77%-24.6pp |
| Employer contribution / active EE | $1,184 | $10,357-88.6% | $33,964-96.5% | $15,798-92.5% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |