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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,298 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $18,945 |
Service code 13 · EIN 35-1907899 | Contract Administrator | $4,732 |
Service code 49 · EIN 39-1236032 | Other Services | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,732 | $80,763+30.9% | $102,412+3.2% | $74,459+42.0% |
| Participation rate | 98.5% | 65.7%+32.8pp | 74.5%+24.0pp | 67.2%+31.3pp |
| Annual return | 12.95% | 27.57%-14.6pp | 24.94%-12.0pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $4,337 | $3,160+37.2% | $3,870+12.1% | $2,626+65.2% |
| Participant deferral / active EE | $4,900 | $3,862+26.9% | $5,060-3.2% | $4,350+12.6% |
| Admin fee / account holder | $332 | $2,371-86.0% | $8,388-96.0% | $1,945-82.9% |