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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $48,308 |
IRONSHORE FINANCIAL, LLC4 years Service code 27 · EIN 82-5023101 | Advisory (Plan) | $17,500 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD Service code 16 · EIN 39-6037917 | Consulting | $1,992 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,412 | $82,163-48.4% | $125,381-66.2% | $64,819-34.6% |
| Participation rate | 97.8% | 77.9%+19.9pp | 82.4%+15.4pp | 71.5%+26.3pp |
| Annual return | -14.34% | 3.49%-17.8pp | 572.31%-586.6pp | 32.84%-47.2pp |
| Employer contribution / active EE | $3,982 | $3,616+10.1% | $4,815-17.3% | $2,507+58.8% |
| Participant deferral / active EE | $7,196 | $7,175+0.3% | $7,448-3.4% | $4,311+66.9% |
| Admin fee / account holder | $116 | $163-28.9% | $10,007-98.8% | $188-38.2% |