Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $29,678 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $15,754 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,204 | $82,678-0.6% | $125,391-34.4% | $68,490+20.0% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+0.9pp | 67.9%+15.4pp |
| Annual return | -18.30% | -5.97%-12.3pp | 572.41%-590.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $4,468 | $3,382+32.1% | $4,816-7.2% | $2,597+72.1% |
| Participant deferral / active EE | $11,586 | $6,111+89.6% | $7,448+55.5% | $4,028+187.6% |
| Admin fee / account holder | $477 | $6,277-92.4% | $10,009-95.2% | $5,403-91.2% |