Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC3+ years Filed as: BAIRD INVESTMENT MANAGEMENT Service code 27 · EIN 39-6037917 10 W BROAD STREET · COLUMBUS, OH 43215 | Advisory (Plan) | $52,733 |
STEVEN D. STONE2 years Service code 14 · EIN 06-1568732 6470 EAST MAIN STREET · REYNOLDSBURG, OH 43068 | Plan Administrator | $19,500 |
FRUSH & ASSOCIATES, INC.3+ years Service code 10 · EIN 31-1308134 699 S FRONT STREET · COLUMBUS, OH 43206 | Accounting | $6,100 |
W&W ACTUARIAL SERVICES, INC.2 years Filed as: W & W ACTUARIAL SERVICES Service code 11 · EIN 23-2655612 2275 SWALLOW HILL ROAD · PITTSBURGH, PA 152201656 | Actuarial | $6,000 |
LEONARD SIGALL1 year Service code 29 · EIN 31-0808224 6470 EAST MAIN STREET · REYNOLDSBURG, OH 43068 | Legal | $5,198 |
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 | $19,495 | $58,726-66.8% | $92,240-78.9% | $62,293-68.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.15% | 43.62%-30.5pp | 176.29%-163.1pp | 28.90%-15.7pp |
| Employer contribution / active EE | $2,774 | $2,392+16.0% | $3,680-24.6% | $2,042+35.9% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $223 | $556-59.9% | $5,194-95.7% | $479-53.5% |