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.
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. Service code 27 · EIN 39-6037917 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Advisory (Plan) | $75,000 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $13,880 |
Service code 13 · EIN 91-1463664 7350 CIRQUE DRIVE WEST, SUITE 201 · UNIVERSITY PLACE, WA 984672241 | Contract Administrator | $4,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $221,215 | $55,449+298.9% | $83,830+163.9% | $56,287+293.0% |
| Participation rate | 88.5% | 68.0%+20.5pp | 76.1%+12.3pp | 69.9%+18.6pp |
| Annual return | 12.10% | -1.38%+13.5pp | 850.97%-838.9pp | -9.96%+22.1pp |
| Employer contribution / active EE | $6,387 | $2,430+162.8% | $3,631+75.9% | $2,111+202.6% |
| Participant deferral / active EE | $9,679 | $2,935+229.7% | $4,082+137.1% | $3,350+189.0% |
| Admin fee / account holder | $376 | $656-42.6% | $5,479-93.1% | $521-27.8% |