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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC1+ years Filed as: BAIRD INVESTMENT MANAGEMENT Service code 27 · EIN 39-6037917 10 W BROAD STREET · COLUMBUS, OH 43215 | Advisory (Plan) | $52,182 |
FRED MERZ1+ years Service code 14 · EIN 31-1028544 359 HAMPTON PARK · WESTERVILLE, OH 43081 | Plan Administrator | $14,400 |
FRUSH & ASSOCIATES, INC.1+ years Service code 10 · EIN 31-1308134 699 S FRONT STREET · COLUMBUS, OH 43206 | Accounting | $5,800 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,308 | $50,464-63.7% | $75,784-75.8% | $52,331-65.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 0.22% | 1.03%-0.8pp | 9.68%-9.5pp | 4.54%-4.3pp |
| Employer contribution / active EE | $3,285 | $1,988+65.2% | $3,323-1.2% | $1,882+74.6% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $224 | $1,103-79.7% | $5,300-95.8% | $592-62.2% |