Filed August 30, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Participant loan p... | $56,034 |
BAIRD FUNDS2+ years Filed as: ROBERT W. BAIRD & COMPANY INC. Service code 16 | Consulting | $44,677 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
BAIRD FUNDS2+ 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 | $86,257 | $57,921+48.9% | $84,753+1.8% | $57,658+49.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 9.11% | 10.24%-1.1pp | 22.78%-13.7pp | 5.13%+4.0pp |
| Employer contribution / active EE | $3,795 | $2,598+46.1% | $3,574+6.2% | $1,974+92.3% |
| Participant deferral / active EE | $5,525 | $2,742+101.5% | $3,712+48.9% | $3,061+80.5% |
| Admin fee / account holder | $98 | $130-24.7% | $5,333-98.2% | $95+3.3% |