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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,815 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $31,588 |
EBETHAR WHITEHEAD CPA'S1 year Filed as: EBELHAR WHITEHEAD CPA'S Service code 10 · EIN 61-2616366 | Accounting | $10,711 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,584 | $59,467+96.0% | $93,727+24.4% | $74,478+56.5% |
| Participation rate | 68.3% | 59.6%+8.6pp | 68.7%-0.5pp | 67.2%+1.0pp |
| Annual return | 17.07% | 82.14%-65.1pp | 133.83%-116.8pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $2,551 | $1,267+101.4% | $2,421+5.4% | $2,626-2.9% |
| Participant deferral / active EE | $4,008 | $3,052+31.3% | $4,417-9.3% | $4,350-7.9% |
| Admin fee / account holder | $465 | $3,028-84.7% | $8,292-94.4% | $1,946-76.1% |