Filed June 6, 2018 (most recent of 3 filings on file)
Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $128,904 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $75,000 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $11,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,995 | $105,247+75.8% | $87,100+112.4% | $77,787+137.8% |
| Participation rate | 98.9% | 85.8%+13.1pp | 76.9%+22.0pp | 73.2%+25.7pp |
| Annual return | 21.87% | 24.52%-2.6pp | 28.19%-6.3pp | 32.57%-10.7pp |
| Employer contribution / active EE | $5,281 | $2,895+82.4% | $2,521+109.4% | $2,504+110.8% |
| Participant deferral / active EE | $7,104 | $5,060+40.4% | $4,049+75.5% | $3,967+79.1% |
| Admin fee / account holder | $93 | $104-10.7% | $7,497-98.8% | $100-6.7% |