Filed April 20, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: ZEIGLER CAPITAL MANAGEMENT, LLC Service code 21 · EIN 27-2347077 | Bank Trustee | $278,326 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $215,989 |
BLACKROCK2+ years Service code 21 · EIN 32-0174431 | Bank Trustee | $151,922 |
MADISON INVESTMENT ADVISORS2+ years Filed as: MADISON Service code 21 · EIN 39-1194160 | Bank Trustee | $94,056 |
VENUTI & ASSOCIATES2+ years Service code 11 · EIN 04-3721424 | Actuarial | $53,630 |
FIRST STATE TRUST COMPANY2+ years Service code 13 · EIN 13-3124172 | Contract Administrator | $24,612 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE Service code 23 · EIN 13-5570651 | Insurance services | $22,132 |
BLACK & PINCKARD LLC2+ years Filed as: BLACK & PINCKARD, LLC Service code 10 · EIN 26-0079381 | Accounting | $12,875 |
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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 | $35,636-100.0% | $295,226-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 14.7%-14.7pp | 1.8%-1.8pp |
| Annual return | 2.35% | 7.18%-4.8pp | 4.64%-2.3pp | 7.18%-4.8pp |
| Employer contribution / active EE | $0 | $13,095-100.0% | $35,349-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $461-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $343,074-100.0% | $362-100.0% |