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| Provider | Service type | Compensation |
|---|---|---|
HENDERMAN JESSEE & CO6+ years Service code 10 · EIN 31-1490913 | Accounting | $8,850 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $4,309 |
ASCENSUS LLC6+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 16 · EIN 31-1560462 | Consulting | $3,500 |
Filed as: FIDELITY INVESTMENTS INST. OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,960 |
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 | $18,551 | $81,208-77.2% | $98,920-81.2% | $79,856-76.8% |
| Participation rate | 98.9% | 72.5%+26.4pp | 76.0%+22.9pp | 69.6%+29.3pp |
| Annual return | 13.03% | 60.99%-48.0pp | 196.47%-183.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,264 | $1,960-35.5% | $2,689-53.0% | $2,471-48.9% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $132 | $6,013-97.8% | $6,643-98.0% | $5,306-97.5% |