Filed May 4, 2016 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS8 years Filed as: ROBERT W. BAIRD & CO. Service code 27 · EIN 39-6037917 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Advisory (Plan) | $75,000 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $27,233 |
DEFINITI LLC5 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $16,325 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $382,653 | $83,843+356.4% | $123,973+208.7% | $65,306+485.9% |
| Participation rate | 96.2% | 56.0%+40.2pp | 76.7%+19.5pp | 57.7%+38.5pp |
| Annual return | 14.10% | 19.87%-5.8pp | 388.13%-374.0pp | 21.94%-7.8pp |
| Employer contribution / active EE | $8,789 | $2,873+205.9% | $4,126+113.0% | $1,967+346.8% |
| Participant deferral / active EE | $15,067 | $2,997+402.8% | $5,247+187.2% | $2,959+409.1% |
| Admin fee / account holder | $428 | $4,735-91.0% | $11,799-96.4% | $3,480-87.7% |