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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $48,245 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $33,010 |
KPP ADVISORY SERVICES1 year Service code 27 · EIN 82-2156735 | Advisory (Plan) | $18,283 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,671 | $90,064-12.7% | $100,392-21.6% | $77,736+1.2% |
| Participation rate | 72.7% | 81.3%-8.6pp | 81.5%-8.8pp | 70.6%+2.1pp |
| Annual return | 16.16% | 20.61%-4.4pp | 49.45%-33.3pp | 31.26%-15.1pp |
| Employer contribution / active EE | $4,403 | $3,043+44.7% | $3,941+11.7% | $2,728+61.4% |
| Participant deferral / active EE | $9,708 | $8,282+17.2% | $8,090+20.0% | $4,651+108.8% |
| Admin fee / account holder | $160 | $172-7.1% | $7,904-98.0% | $433-63.1% |