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 INC7 years Filed as: RW BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $74,167 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $36,250 |
CLIFTONLARSONALLEN LLP10+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $27,987 |
ASCENSUS LLC6 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $13,433 |
BAIRD INSURANCE SERVICES INC4 years Filed as: BAIRD Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK6 years Service code 52 | Indirect Investment Fees | $0 |
BLUEROCK4 years Service code 52 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN Service code 52 | Indirect Investment Fees | $0 |
Filed as: SCHWAB Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD Service code 52 | Indirect Investment Fees | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 7.80% | 10.08%-2.3pp | 9.35%-1.6pp | 10.08%-2.3pp |
| Employer contribution / active EE | $3,064 | $15,414-80.1% | $34,480-91.1% | $15,414-80.1% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $15-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |