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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $27,727 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,009 |
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 | $100,570 | $93,598+7.4% | $135,974-26.0% | $75,173+33.8% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.5pp | 67.2%+15.2pp |
| Annual return | 23.21% | 30.89%-7.7pp | 68.30%-45.1pp | 160.72%-137.5pp |
| Employer contribution / active EE | $2,659 | $3,538-24.8% | $4,859-45.3% | $2,671-0.4% |
| Participant deferral / active EE | $11,228 | $6,405+75.3% | $7,760+44.7% | $4,126+172.1% |
| Admin fee / account holder | $532 | $6,978-92.4% | $10,767-95.1% | $5,651-90.6% |