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 |
|---|---|---|
BAIRD FUNDS8+ years Filed as: ROBERT W BAIRD & COMPANY, INC Service code 27 · EIN 39-6037917 777 EAST WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Plan) | $69,757 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Recordkeepi... | $62,776 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 03-9606443 | Accounting | $21,894 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,051 | $106,236+4.5% | $112,263-1.1% | $64,824+71.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -14.54% | -6.02%-8.5pp | 27.49%-42.0pp | 32.84%-47.4pp |
| Employer contribution / active EE | $3,742 | $3,167+18.2% | $3,636+2.9% | $2,507+49.3% |
| Participant deferral / active EE | $7,711 | $3,786+103.7% | $4,729+63.1% | $4,311+78.9% |
| Admin fee / account holder | $260 | $452-42.4% | $6,410-95.9% | $188+38.4% |