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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC5 years Filed as: RW BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $63,500 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $41,600 |
CLIFTONLARSONALLEN LLP8+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $18,065 |
ASCENSUS LLC4 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $9,216 |
BAIRD INSURANCE SERVICES INC2 years Filed as: BAIRD Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 | Indirect Investment Fees | $0 |
BLUEROCK2 years Service code 52 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.5 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.
Annual investment return 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 | $9,556,684-100.0% | $339,002-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.1%-39.1pp | 2.4%-2.4pp |
| Annual return | 5.43% | 15.11%-9.7pp | 12.78%-7.3pp | 22.81%-17.4pp |
| Employer contribution / active EE | $3,370 | $12,021-72.0% | $44,816-92.5% | $18,290-81.6% |
| Participant deferral / active EE | $0 | $52-100.0% | $33-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,002-100.0% | $85,222-100.0% |