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 | $135,517 |
BAIRD FUNDS5 years Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $75,000 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $11,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,611 | $130,141+6.5% | $86,677+59.9% | $77,904+77.9% |
| Participation rate | 97.0% | 85.9%+11.1pp | 76.6%+20.5pp | 73.7%+23.4pp |
| Annual return | -13.36% | -12.75%-0.6pp | 35.91%-49.3pp | 12.21%-25.6pp |
| Employer contribution / active EE | $6,476 | $3,220+101.1% | $2,836+128.3% | $2,848+127.4% |
| Participant deferral / active EE | $7,381 | $5,757+28.2% | $4,656+58.5% | $4,806+53.6% |
| Admin fee / account holder | $79 | $132-40.0% | $7,493-98.9% | $133-40.3% |