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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,805 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
BAIRD FUNDS1+ years Filed as: ROBERT W BAIRD & CO AKA BAIRD Service code 49 601 CARLSON PKWY STE 950 · MINNETONKA, MN 55305 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
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 | $49,143 | $48,313+1.7% | $73,309-33.0% | $52,331-6.1% |
| Participation rate | 94.5% | 68.6%+25.9pp | 74.9%+19.6pp | 68.1%+26.4pp |
| Annual return | -0.85% | 3.85%-4.7pp | 5.67%-6.5pp | 4.54%-5.4pp |
| Employer contribution / active EE | $5,447 | $1,661+227.9% | $3,237+68.3% | $1,882+189.5% |
| Participant deferral / active EE | $6,106 | $4,189+45.8% | $4,991+22.3% | $3,022+102.0% |
| Admin fee / account holder | $9 | $404-97.8% | $5,637-99.8% | $592-98.5% |