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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,298 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 49 | Other Services | $10,635 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 49 | Other Services | $8,630 |
BAIRD INSURANCE SERVICES INC1+ years Service code 49 | Other Services | $7,466 |
BAIRD INSURANCE SERVICES INC1+ years Filed as: BAIRD INSURANCE SERVICES Service code 49 · EIN 36-1236032 | Other Services | $0 |
BAIRD FUNDS1+ years Filed as: ROBERT W BARID & CO INC Service code 49 · EIN 39-6037917 | Other Services | $0 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE Service code 49 · EIN 39-1816008 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,685 | $41,317-4.0% | $85,969-53.8% | $55,191-28.1% |
| Participation rate | 91.9% | 54.5%+37.5pp | 76.5%+15.4pp | 69.2%+22.8pp |
| Annual return | -1.53% | 3.93%-5.5pp | 9.32%-10.8pp | 10.78%-12.3pp |
| Employer contribution / active EE | $1,540 | $1,198+28.6% | $3,474-55.7% | $1,899-18.9% |
| Participant deferral / active EE | $2,313 | $1,914+20.8% | $3,829-39.6% | $3,046-24.1% |
| Admin fee / account holder | $99 | $97+1.7% | $6,053-98.4% | $91+8.6% |