Filed March 25, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $311,953 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $200,000 |
SCHNEIDER DOWNS & CO., INC.4 years Service code 10 · EIN 25-1408703 | Accounting | $24,000 |
Filed as: FAEGRE DRINKER Service code 29 · EIN 41-0244008 | Legal | $1,308 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,247 | $53,204+47.1% | $155,556-49.7% | $200,096-60.9% |
| Participation rate | 94.0% | 64.1%+29.9pp | 78.2%+15.8pp | 72.0%+22.0pp |
| Annual return | 13.34% | 41.02%-27.7pp | 64.84%-51.5pp | 34.26%-20.9pp |
| Employer contribution / active EE | $3,293 | $1,850+78.0% | $4,675-29.6% | $3,038+8.4% |
| Participant deferral / active EE | $5,995 | $3,163+89.5% | $5,631+6.5% | $5,090+17.8% |
| Admin fee / account holder | $98 | $186-47.2% | $15,885-99.4% | $269-63.6% |