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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $92,963 |
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD AND CO INC Service code 26 · EIN 39-6037917 | Advisory (Participants) | $23,296 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS AND CO INC Service code 26 · EIN 43-0538770 | Advisory (Participants) | $20,310 |
Filed as: MESIROW FINANCIAL INVSTMNT MGMT INC Service code 26 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $9,737 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,003 | $89,093-51.7% | $102,434-58.0% | $77,736-44.7% |
| Participation rate | 89.9% | 80.9%+8.9pp | 76.5%+13.3pp | 70.6%+19.3pp |
| Annual return | 12.74% | 25.03%-12.3pp | 29.46%-16.7pp | 31.26%-18.5pp |
| Employer contribution / active EE | $2,125 | $2,699-21.3% | $3,023-29.7% | $2,728-22.1% |
| Participant deferral / active EE | $3,641 | $5,147-29.3% | $5,055-28.0% | $4,651-21.7% |
| Admin fee / account holder | $114 | $236-51.8% | $9,462-98.8% | $433-73.8% |