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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC6 years Filed as: RW BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $72,523 |
BENESYS, INC.9+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $32,300 |
CLIFTONLARSONALLEN LLP9+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $25,200 |
ASCENSUS LLC5 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $8,630 |
BAIRD INSURANCE SERVICES INC3 years Filed as: BAIRD Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 | Indirect Investment Fees | $0 |
BLUEROCK3 years Service code 52 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD Service code 52 | Indirect Investment Fees | $0 |
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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 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 15.48% | 8.76%+6.7pp | 8.41%+7.1pp | 8.76%+6.7pp |
| Employer contribution / active EE | $3,735 | $16,664-77.6% | $41,333-91.0% | $16,664-77.6% |
| Participant deferral / active EE | $0 | $948-100.0% | $40-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |