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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $50,595 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO., INC. Service code 22 · EIN 39-1236032 | Insurance Broker | $30,243 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 15 · EIN 03-1560462 | Recordkeeping | $7,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,591 | $58,627+54.5% | $76,735+18.1% | $82,448+9.9% |
| Participation rate | 84.6% | 63.2%+21.4pp | 69.5%+15.1pp | 68.1%+16.5pp |
| Annual return | 13.84% | 39.10%-25.3pp | 29.77%-15.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,458 | $1,729+42.2% | $2,454+0.2% | $2,551-3.6% |
| Participant deferral / active EE | $6,414 | $3,134+104.7% | $4,088+56.9% | $4,139+55.0% |
| Admin fee / account holder | $647 | $5,323-87.8% | $7,189-91.0% | $7,234-91.1% |