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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,695 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
BAIRD FUNDS2+ years Filed as: ROBERT W BAIRD & CO AKA BAIRD Service code 49 601 CARLSON PKWY STE 950 · MINNETONKA, MN 55305 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,291 | $51,244-3.8% | $80,977-39.1% | $55,167-10.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | 10.73% | 17.39%-6.7pp | 17.11%-6.4pp | 169.23%-158.5pp |
| Employer contribution / active EE | $4,969 | $1,770+180.7% | $3,715+33.8% | $1,963+153.2% |
| Participant deferral / active EE | $6,869 | $4,418+55.5% | $5,696+20.6% | $3,054+124.9% |
| Admin fee / account holder | $7 | $398-98.3% | $5,517-99.9% | $504-98.7% |