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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,692 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $25,315 |
EBETHAR WHITEHEAD CPA'S1 year Filed as: EBELHAR WHITEHEAD CPAS Service code 10 · EIN 61-2616366 | Accounting | $13,005 |
MORNINGSTAR1 year 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 | $104,453 | $54,729+90.9% | $86,235+21.1% | $71,529+46.0% |
| Participation rate | 62.2% | 60.1%+2.1pp | 69.0%-6.8pp | 67.9%-5.8pp |
| Annual return | 20.79% | 20.07%+0.7pp | 1170.03%-1149.2pp | 28.97%-8.2pp |
| Employer contribution / active EE | $2,323 | $1,267+83.3% | $2,381-2.5% | $2,590-10.3% |
| Participant deferral / active EE | $3,744 | $3,110+20.4% | $3,987-6.1% | $4,291-12.8% |
| Admin fee / account holder | $433 | $1,921-77.5% | $6,856-93.7% | $1,588-72.8% |