Filed July 1, 2016
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $113,873 |
Filed as: FOREST CAPITAL MANAGEMENT, LLC Service code 27 · EIN 46-5576228 | Advisory (Plan) | $36,069 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
BAIRD FUNDS1 year Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 51-0097258 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,603 | $88,730+10.0% | $82,313+18.6% | $77,958+25.2% |
| Participation rate | 85.6% | 84.5%+1.1pp | 76.9%+8.7pp | 71.6%+13.9pp |
| Annual return | 14.49% | 20.88%-6.4pp | 25.88%-11.4pp | 20.87%-6.4pp |
| Employer contribution / active EE | $2,510 | $2,758-9.0% | $2,428+3.4% | $2,310+8.6% |
| Participant deferral / active EE | $4,310 | $4,634-7.0% | $3,706+16.3% | $3,537+21.9% |
| Admin fee / account holder | $159 | $74+114.4% | $5,608-97.2% | $97+62.9% |