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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 22 · EIN 47-0533629 | Insurance Broker | $27,718 |
BAIRD INSURANCE SERVICES INC4+ years Filed as: BAIRD Service code 22 · EIN 24-2988262 | Insurance Broker | $15,409 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 11 · EIN 38-3712991 | Actuarial | $9,120 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | -7.28% | 4.63%-11.9pp | 29.77%-37.0pp | 12.16%-19.4pp |
| Employer contribution / active EE | $7,972 | $51,918-84.6% | $33,607-76.3% | $44,747-82.2% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |