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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Advisory (Plan) | $9,929 |
EDWARD JONES2 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $9,307 |
FGMK, LLC4+ years Filed as: FGMK LLC, Service code 10 · EIN 36-2929601 | Accounting | $8,986 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,482 | $58,093-18.3% | $80,022-40.7% | $56,289-15.6% |
| Participation rate | 64.7% | 73.6%-8.9pp | 75.8%-11.1pp | 69.9%-5.1pp |
| Annual return | -8.33% | 34.63%-43.0pp | 11.22%-19.6pp | -9.96%+1.6pp |
| Employer contribution / active EE | $596 | $1,933-69.2% | $2,468-75.9% | $2,111-71.8% |
| Participant deferral / active EE | $2,386 | $3,136-23.9% | $3,686-35.3% | $3,350-28.8% |
| Admin fee / account holder | $60 | $623-90.4% | $6,521-99.1% | $521-88.5% |