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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS1+ years Filed as: ROBERT W BAIRD & CO Service code 65 · EIN 39-6037917 | Account Maintenance | $82,837 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $81,688 |
MERCER1+ years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $78,404 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: BRADES INVESTMENT PARTNERS Service code 28 · EIN 33-0704072 | Investment Management | $55,445 |
ATLANTIC INVESTMENT MGMT1+ years Service code 28 · EIN 13-3482911 | Investment Management | $51,974 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -3.97% | -0.43%-3.5pp | -3.43%-0.5pp | -0.60%-3.4pp |
| Employer contribution / active EE | $4,792 | $10,132-52.7% | $25,607-81.3% | $12,272-60.9% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |