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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,939 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD AND CO INCORPORATED Service code 49 100 WEST ROAD · TOWSON, MD 21204 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,279 | $70,418-42.8% | $96,570-58.3% | $85,847-53.1% |
| Participation rate | 22.7% | 61.8%-39.1pp | 69.8%-47.1pp | 69.3%-46.6pp |
| Annual return | 13.60% | 18.59%-5.0pp | 37.79%-24.2pp | 318.61%-305.0pp |
| Employer contribution / active EE | $582 | $1,413-58.9% | $2,357-75.3% | $2,565-77.3% |
| Participant deferral / active EE | $1,160 | $2,894-59.9% | $3,849-69.9% | $3,952-70.7% |
| Admin fee / account holder | $101 | $4,995-98.0% | $6,182-98.4% | $6,261-98.4% |