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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 | $43,749+2.0% | $158,223-71.8% | $65,306-31.7% |
| Participation rate | 100.0% | 56.9%+43.1pp | 79.2%+20.8pp | 57.7%+42.3pp |
| Annual return | 14.88% | 19.41%-4.5pp | 52.09%-37.2pp | 21.94%-7.1pp |
| Employer contribution / active EE | $3,693 | $1,497+146.6% | $4,109-10.1% | $1,967+87.7% |
| Participant deferral / active EE | $4,425 | $2,019+119.2% | $5,467-19.0% | $2,959+49.5% |
| Admin fee / account holder | $242 | $1,930-87.5% | $16,047-98.5% | $3,480-93.0% |