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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,906 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 | Other Services | $13,138 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCOPORATED Service code 49 · EIN 39-6037917 | Other Services | $0 |
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 | $83,827 | $83,045+0.9% | $130,045-35.5% | $71,511+17.2% |
| Participation rate | 99.0% | 74.1%+24.9pp | 78.5%+20.5pp | 67.9%+31.1pp |
| Annual return | 16.48% | 20.61%-4.1pp | -137.30%+153.8pp | 28.86%-12.4pp |
| Employer contribution / active EE | $2,976 | $2,623+13.5% | $4,321-31.1% | $2,589+14.9% |
| Participant deferral / active EE | $5,227 | $4,436+17.8% | $5,820-10.2% | $4,291+21.8% |
| Admin fee / account holder | $228 | $1,727-86.8% | $10,600-97.8% | $1,588-85.6% |