Filed August 30, 2023 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $50,713 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD & COMPANY INC. Service code 16 | Consulting | $41,517 |
SCHENCK SC1+ years Filed as: SCHENCK Service code 10 · EIN 39-1173131 | Accounting | $5,784 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
BAIRD FUNDS1+ years Filed as: ROBERT W BAIRD & COMPANY, INC Service code 16 777 EAST WISCONSIN AVE. · MILWAUKEE, WI 53202 | Consulting | $0 |
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 | $80,993 | $50,498+60.4% | $75,784+6.9% | $55,191+46.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 1.53% | 1.80%-0.3pp | 9.68%-8.2pp | 10.78%-9.3pp |
| Employer contribution / active EE | $3,826 | $2,291+67.0% | $3,323+15.1% | $1,899+101.5% |
| Participant deferral / active EE | $5,524 | $2,589+113.4% | $3,652+51.3% | $3,046+81.3% |
| Admin fee / account holder | $107 | $123-12.9% | $5,300-98.0% | $91+18.1% |