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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS10+ years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $25,000 |
SC&H ATTEST SERVICES, P.C.2 years Service code 16 · EIN 52-1743645 | Consulting | $18,800 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$24,985 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,841 | $90,064+20.8% | $100,378+8.4% | $77,714+40.1% |
| Participation rate | 89.9% | 81.3%+8.6pp | 81.5%+8.4pp | 70.6%+19.3pp |
| Annual return | 16.11% | 20.61%-4.5pp | 49.41%-33.3pp | 31.26%-15.1pp |
| Employer contribution / active EE | $2,757 | $3,043-9.4% | $3,942-30.1% | $2,727+1.1% |
| Participant deferral / active EE | $9,610 | $8,282+16.0% | $8,087+18.8% | $4,649+106.7% |
| Admin fee / account holder | $18 | $172-89.6% | $7,899-99.8% | $433-95.9% |