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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 | $102,382+13.8% | $147,005-20.7% | $80,874+44.1% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.2%+10.0pp | 67.6%+24.5pp |
| Annual return | 16.80% | 134.89%-118.1pp | 418.76%-402.0pp | 35.62%-18.8pp |
| Employer contribution / active EE | $3,883 | $3,715+4.5% | $4,934-21.3% | $2,756+40.9% |
| Participant deferral / active EE | $12,326 | $6,646+85.4% | $8,070+52.7% | $4,297+186.9% |
| Admin fee / account holder | $337 | $7,942-95.8% | $13,006-97.4% | $6,935-95.1% |