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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,645 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 | Other Services | $15,464 |
NOVA 401(K) ASSOCIATES1 year Service code 49 · EIN 20-1181458 | Other Services | $3,866 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO. INCOPORATED Service code 49 · EIN 39-6037917 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,466 | $88,137+8.3% | $164,975-42.1% | $74,429+28.3% |
| Participation rate | 98.4% | 73.1%+25.3pp | 78.6%+19.8pp | 67.2%+31.2pp |
| Annual return | 9.26% | 17.13%-7.9pp | 70.12%-60.9pp | 1368.38%-1359.1pp |
| Employer contribution / active EE | $3,863 | $2,597+48.7% | $4,343-11.0% | $2,625+47.2% |
| Participant deferral / active EE | $5,964 | $4,501+32.5% | $6,033-1.2% | $4,348+37.1% |
| Admin fee / account holder | $261 | $2,231-88.3% | $12,688-97.9% | $1,944-86.6% |