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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $86,464 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 P.O. BOX 0672 · MILWAUKEE, WI 53201 | Advisory (Plan) | $39,526 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,837 | $72,303-58.7% | $86,691-65.6% | $64,814-54.0% |
| Participation rate | 74.4% | 80.4%-6.0pp | 76.6%-2.2pp | 71.5%+2.9pp |
| Annual return | -14.04% | 392.77%-406.8pp | 35.94%-50.0pp | 32.84%-46.9pp |
| Employer contribution / active EE | $1,723 | $2,393-28.0% | $2,837-39.3% | $2,507-31.3% |
| Participant deferral / active EE | $2,858 | $4,660-38.7% | $4,656-38.6% | $4,310-33.7% |
| Admin fee / account holder | $278 | $174+59.5% | $7,492-96.3% | $188+47.8% |