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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,089 |
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO INC Service code 49 · EIN 39-6037917 | Other Services | $7,112 |
BAIRD INSURANCE SERVICES INC3+ years Service code 49 · EIN 39-1236032 | Other Services | $5,472 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $54,334 | $69,305-21.6% | $82,312-34.0% | $69,631-22.0% |
| Participation rate | 95.9% | 80.3%+15.6pp | 76.9%+19.0pp | 70.7%+25.2pp |
| Annual return | 16.34% | 21.47%-5.1pp | 25.88%-9.5pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $2,356 | $1,887+24.9% | $2,428-3.0% | $2,032+15.9% |
| Participant deferral / active EE | $4,091 | $3,568+14.6% | $3,706+10.4% | $3,224+26.9% |
| Admin fee / account holder | $40 | $97-59.2% | $5,608-99.3% | $110-64.1% |