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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,157 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $6,163 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,055 | $104,607-41.6% | $96,534-36.8% | - |
| Participation rate | 68.7% | 76.2%-7.5pp | 76.0%-7.3pp | - |
| Annual return | 4.83% | 9.56%-4.7pp | 25.88%-21.0pp | - |
| Employer contribution / active EE | $0 | $2,147-100.0% | $2,965-100.0% | - |
| Participant deferral / active EE | $2,912 | $4,312-32.5% | $4,851-40.0% | - |
| Admin fee / account holder | $305 | $45,340-99.3% | $8,253-96.3% | - |