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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC2+ years Filed as: BAIRD INVESTMENT MANAGEMENT Service code 27 · EIN 39-6037917 10 W BROAD STREET · COLUMBUS, OH 43215 | Advisory (Plan) | $50,053 |
STEVEN D. STONE1 year Service code 14 · EIN 06-1568732 6470 EAST MAIN STREET · REYNOLDSBURG, OH 43068 | Plan Administrator | $10,500 |
FRED MERZ2+ years Service code 14 · EIN 31-1028544 359 HAMPTON PARK · WESTERVILLE, OH 43081 | Plan Administrator | $9,000 |
FRUSH & ASSOCIATES, INC.2+ years Service code 10 · EIN 31-1308134 699 S FRONT STREET · COLUMBUS, OH 43206 | Accounting | $6,100 |
Filed as: W & W ACTUARIAL SERVICES Service code 11 · EIN 23-2655612 2275 SWALLOW HILL ROAD · PITTSBURGH, PA 152201656 | Actuarial | $5,100 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,979 | $52,884-66.0% | $84,753-78.8% | $55,167-67.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.10% | 18.03%-11.9pp | 22.78%-16.7pp | 169.23%-163.1pp |
| Employer contribution / active EE | $2,933 | $2,233+31.3% | $3,574-18.0% | $1,963+49.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $230 | $581-60.4% | $5,333-95.7% | $504-54.4% |