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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $27,449 |
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 53288 | Advisory (Plan) | $24,330 |
DUNBAR, BENDER & ZAPF, INC.4 years Filed as: DUNBAR BENDER & ZAPF INC Service code 13 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 15219 | Contract Administrator | $7,409 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,154 | $76,696-47.6% | $96,515-58.4% | $71,511-43.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 17.81% | 48.32%-30.5pp | 35.73%-17.9pp | 28.86%-11.0pp |
| Employer contribution / active EE | $2,804 | $3,032-7.5% | $3,740-25.0% | $2,589+8.3% |
| Participant deferral / active EE | $2,978 | $3,770-21.0% | $4,880-39.0% | $4,291-30.6% |
| Admin fee / account holder | $254 | $2,030-87.5% | $6,735-96.2% | $1,588-84.0% |