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| Provider | Service type | Compensation |
|---|---|---|
BALDWIN & BALDWIN PLLC4 years Filed as: BALDWIN CPAS PLLC Service code 10 · EIN 20-1416603 | Accounting | $11,400 |
Filed as: FIDELITY INVESTMENTS INST. OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,761 |
ASCENSUS LLC10+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 16 · EIN 31-1560462 | Consulting | $4,100 |
BAIRD FUNDS5 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $3,694 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,740 | $87,132-79.6% | $105,624-83.2% | $80,959-78.1% |
| Participation rate | 92.7% | 70.4%+22.3pp | 75.3%+17.5pp | 67.7%+25.1pp |
| Annual return | 7.42% | 17.03%-9.6pp | 116.20%-108.8pp | 35.67%-28.2pp |
| Employer contribution / active EE | $1,593 | $2,397-33.5% | $3,168-49.7% | $2,757-42.2% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $222 | $8,449-97.4% | $10,961-98.0% | $6,925-96.8% |