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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 · EIN 39-6037917 | Advisory (Plan) | $35,236 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $25,204 |
Filed as: DUNBAR BENDER AND ZAPF INC Service code 13 400 HOLIDAY DR · PITTSBURGH, PA 15220 | Contract Administrator | $5,000 |
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 | $44,632 | $45,343-1.6% | $150,298-70.3% | $67,986-34.4% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 14.88% | 33.28%-18.4pp | 62.79%-47.9pp | 31.67%-16.8pp |
| Employer contribution / active EE | $3,693 | $1,462+152.6% | $4,154-11.1% | $2,019+82.9% |
| Participant deferral / active EE | $4,425 | $2,055+115.4% | $5,453-18.8% | $3,358+31.8% |
| Admin fee / account holder | $242 | $2,250-89.2% | $14,116-98.3% | $3,203-92.4% |