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 | $163,918 |
BAIRD FUNDS6 years Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $75,000 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $18,341 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,143 | $104,544+54.1% | $96,564+66.9% | $80,187+101.0% |
| Participation rate | 96.3% | 86.4%+9.9pp | 76.0%+20.3pp | 72.9%+23.3pp |
| Annual return | 17.03% | 21.79%-4.8pp | 25.89%-8.9pp | 40.40%-23.4pp |
| Employer contribution / active EE | $6,862 | $3,527+94.5% | $2,967+131.3% | $2,980+130.3% |
| Participant deferral / active EE | $8,137 | $6,170+31.9% | $4,852+67.7% | $5,016+62.2% |
| Admin fee / account holder | $91 | $107-14.6% | $8,256-98.9% | $145-37.1% |