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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,680 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $8,935 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,358 | $86,692-25.8% | $119,634-46.2% | $66,949-3.9% |
| Participation rate | 93.9% | 75.6%+18.4pp | 79.3%+14.7pp | 69.8%+24.1pp |
| Annual return | -7.99% | -8.00%0pp | -14.98%+7.0pp | 1.57%-9.6pp |
| Employer contribution / active EE | $1,931 | $2,536-23.9% | $4,232-54.4% | $2,545-24.1% |
| Participant deferral / active EE | $3,222 | $4,360-26.1% | $5,601-42.5% | $4,239-24.0% |
| Admin fee / account holder | $174 | $755-77.0% | $10,329-98.3% | $594-70.7% |