Filed December 2, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS6+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 55 ROBERT W. BAIRD CO. INC. · MILWAUKEE, WI 53201 | Other Commissions | $51,293 |
CELIA CORPORATION1 year Service code 99 CELIA CORPORATION · SPARTA, MI 49345 | Other Fees | $30,511 |
Service code 64 GREAT-WEST LIFE ANNUITY INSURANCE · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,321 | $85,135+10.8% | $98,920-4.6% | $73,412+28.5% |
| Participation rate | 66.7% | 81.1%-14.5pp | 76.0%-9.4pp | 72.2%-5.5pp |
| Annual return | 12.81% | 19.14%-6.3pp | 196.47%-183.7pp | 59.30%-46.5pp |
| Employer contribution / active EE | $1,641 | $2,721-39.7% | $2,689-39.0% | $2,234-26.5% |
| Participant deferral / active EE | $3,558 | $4,349-18.2% | $4,245-16.2% | $3,806-6.5% |
| Admin fee / account holder | $60 | $139-56.7% | $6,643-99.1% | $158-61.8% |