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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,295 |
BAIRD FUNDS2+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 27 | Advisory (Plan) | $24,221 |
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $15,056 |
BAIRD INSURANCE SERVICES INC2+ years Service code 49 | Other Services | $2,006 |
Filed as: BAIRD INSURANCE SERVICES, INC. Service code 49 · EIN 36-1236032 | Other Services | $0 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $0 |
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 | $46,879 | $46,761+0.3% | $106,619-56.0% | $57,658-18.7% |
| Participation rate | 83.6% | 56.9%+26.7pp | 78.0%+5.6pp | 70.2%+13.3pp |
| Annual return | 5.66% | 15.77%-10.1pp | 9.42%-3.8pp | 5.13%+0.5pp |
| Employer contribution / active EE | $1,777 | $1,274+39.5% | $3,947-55.0% | $1,974-10.0% |
| Participant deferral / active EE | $2,338 | $1,954+19.6% | $3,930-40.5% | $3,061-23.6% |
| Admin fee / account holder | $276 | $97+185.6% | $6,418-95.7% | $95+192.4% |