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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,365 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO Service code 55 · EIN 39-6037917 | Other Commissions | $5,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,345 | $66,813-60.6% | $100,528-73.8% | $73,493-64.2% |
| Participation rate | 40.6% | 77.5%-36.9pp | 79.4%-38.8pp | 70.7%-30.1pp |
| Annual return | 16.18% | 25.70%-9.5pp | 30.90%-14.7pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,063 | $2,147-50.5% | $3,419-68.9% | $2,270-53.2% |
| Participant deferral / active EE | $1,250 | $5,883-78.7% | $6,271-80.1% | $3,740-66.6% |
| Admin fee / account holder | $108 | $512-78.9% | $8,084-98.7% | $513-78.9% |