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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $30,956 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,533 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,540 | $102,422+13.8% | $147,117-20.8% | $80,959+43.9% |
| Participation rate | 92.1% | 75.9%+16.3pp | 82.2%+10.0pp | 67.7%+24.5pp |
| Annual return | 16.80% | 135.16%-118.4pp | 420.54%-403.7pp | 35.67%-18.9pp |
| Employer contribution / active EE | $3,883 | $3,717+4.5% | $4,932-21.3% | $2,757+40.8% |
| Participant deferral / active EE | $12,326 | $6,652+85.3% | $8,065+52.8% | $4,300+186.6% |
| Admin fee / account holder | $337 | $7,953-95.8% | $12,993-97.4% | $6,925-95.1% |