Filed August 30, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS9+ years Filed as: ROBERT W BAIRD & COMPANY, INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $61,724 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $21,857 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 03-9606443 | Accounting | $14,788 |
NATIONAL FINANCIAL SERVICES9+ 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 | $127,478 | $93,010+37.1% | $96,538+32.0% | $74,473+71.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 17.50% | 37.50%-20.0pp | 35.74%-18.2pp | 34.36%-16.9pp |
| Employer contribution / active EE | $4,742 | $3,427+38.3% | $3,740+26.8% | $2,638+79.7% |
| Participant deferral / active EE | $8,428 | $3,971+112.2% | $4,880+72.7% | $4,530+86.0% |
| Admin fee / account holder | $168 | $633-73.4% | $6,737-97.5% | $347-51.5% |