Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,209 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD AND COMPANY INC Service code 49 777 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,698 | $79,209-57.5% | $102,434-67.1% | $74,459-54.7% |
| Participation rate | 69.4% | 74.8%-5.4pp | 76.5%-7.1pp | 67.2%+2.2pp |
| Annual return | 13.90% | 54.98%-41.1pp | 29.46%-15.6pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $1,539 | $2,362-34.9% | $3,023-49.1% | $2,626-41.4% |
| Participant deferral / active EE | $4,132 | $4,417-6.5% | $5,055-18.3% | $4,350-5.0% |
| Admin fee / account holder | $80 | $2,002-96.0% | $9,462-99.2% | $1,945-95.9% |