Filed January 12, 2022
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO., INC. Service code 27 · EIN 25-1121408 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $37,161 |
METRO BENEFITS, INC.8+ years Service code 13 · EIN 25-1541083 8150 PERRY HWY STE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $15,397 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,474 | $42,367+68.7% | $79,580-10.2% | $64,819+10.3% |
| Participation rate | 58.5% | 64.7%-6.3pp | 69.5%-11.0pp | 71.5%-13.0pp |
| Annual return | -14.38% | -12.23%-2.1pp | 0.15%-14.5pp | 32.84%-47.2pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,990 | $3,170-5.7% | $3,985-25.0% | $4,311-30.6% |
| Admin fee / account holder | $357 | $160+123.6% | $6,835-94.8% | $188+90.0% |