Filed July 12, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
RYAN LABS ASSET MANAGEMENT6+ years Filed as: RYAN LABS INC Service code 28 · EIN 13-3451974 | Investment Management | $122,431 |
Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $119,467 |
WITHUMSMITH+BROWN, PC6+ years Filed as: BROWN BROTHERS HARRIMAN & CO Service code 28 · EIN 04-6506648 | Investment Management | $112,223 |
BMO HARRIS BANK NA6+ years Filed as: BMO Service code 21 · EIN 36-2085229 | Bank Trustee | $63,526 |
BAIRD FUNDS6+ years Filed as: ROBERT W BAIRD AND CO INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $22,439 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 12.70% | 16.36%-3.7pp | 793.01%-780.3pp | 11.45%+1.2pp |
| Employer contribution / active EE | $0 | $15,595-100.0% | $27,004-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |