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 INC4+ years Filed as: BAIRD INVESTMENT MANAGEMENT Service code 27 · EIN 39-6037917 10 W BROAD STREET · COLUMBUS, OH 43215 | Advisory (Plan) | $58,144 |
STEVEN D. STONE3 years Service code 14 · EIN 06-1568732 6470 EAST MAIN STREET · REYNOLDSBURG, OH 43068 | Plan Administrator | $18,000 |
FRUSH & ASSOCIATES, INC.4+ years Service code 10 · EIN 31-1308134 699 S FRONT STREET · COLUMBUS, OH 43206 | Accounting | $6,100 |
W&W ACTUARIAL SERVICES, INC.3 years Filed as: W & W ACTUARIAL SERVICES Service code 11 · EIN 23-2655612 2275 SWALLOW HILL ROAD · PITTSBURGH, PA 152201656 | Actuarial | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,341 | $56,443-74.6% | $83,831-82.9% | $55,725-74.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -7.00% | 393.67%-400.7pp | 850.99%-858.0pp | 244.93%-251.9pp |
| Employer contribution / active EE | $2,221 | $2,682-17.2% | $3,631-38.8% | $2,078+6.9% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $193 | $156+23.3% | $5,479-96.5% | $115+67.3% |