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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,899 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INC Service code 49 · EIN 39-6037917 | Other Services | $20,799 |
EBETHAR WHITEHEAD CPA'S1 year Service code 10 · EIN 61-2616366 | Accounting | $11,462 |
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 | $99,987 | $59,220+68.8% | $96,570+3.5% | $79,391+25.9% |
| Participation rate | 63.9% | 61.9%+2.0pp | 69.8%-6.0pp | 70.7%-6.8pp |
| Annual return | 15.72% | 27.08%-11.4pp | 37.79%-22.1pp | 116.88%-101.2pp |
| Employer contribution / active EE | $2,223 | $1,216+82.8% | $2,357-5.7% | $2,428-8.4% |
| Participant deferral / active EE | $3,343 | $2,948+13.4% | $3,849-13.2% | $4,046-17.4% |
| Admin fee / account holder | $438 | $659-33.5% | $6,182-92.9% | $627-30.1% |