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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 | $43,496+2.6% | $161,489-72.4% | $64,340-30.6% |
| Participation rate | 100.0% | 53.5%+46.5pp | 78.7%+21.3pp | 55.2%+44.8pp |
| Annual return | 14.88% | 20.76%-5.9pp | 89.72%-74.8pp | 24.14%-9.3pp |
| Employer contribution / active EE | $3,693 | $1,431+158.1% | $4,268-13.5% | $1,862+98.4% |
| Participant deferral / active EE | $4,425 | $1,996+121.7% | $5,630-21.4% | $2,980+48.5% |
| Admin fee / account holder | $242 | $2,330-89.6% | $16,006-98.5% | $3,703-93.5% |