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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,970 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INC Service code 49 · EIN 39-6037917 | Other Services | $6,585 |
BAIRD INSURANCE SERVICES INC2+ years Service code 49 · EIN 39-1236032 | Other Services | $5,548 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $58,790 | $63,905-8.0% | $74,184-20.8% | $57,658+2.0% |
| Participation rate | 81.0% | 79.8%+1.3pp | 76.6%+4.4pp | 70.2%+10.8pp |
| Annual return | 9.68% | 60.60%-50.9pp | 17.74%-8.1pp | 5.13%+4.5pp |
| Employer contribution / active EE | $1,402 | $1,840-23.8% | $2,370-40.8% | $1,974-28.9% |
| Participant deferral / active EE | $3,227 | $3,448-6.4% | $3,550-9.1% | $3,061+5.4% |
| Admin fee / account holder | $46 | $91-49.2% | $5,586-99.2% | $95-51.0% |