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| Provider | Service type | Compensation |
|---|---|---|
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN CPAS PLLC Service code 10 · EIN 20-1416603 | Accounting | $9,750 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $4,378 |
ASCENSUS LLC8+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 16 · EIN 31-1560462 | Consulting | $4,250 |
Filed as: FIDELITY INVESTMENTS INST. OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,949 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $15,364 | $73,009-79.0% | $90,760-83.1% | $68,486-77.6% |
| Participation rate | 96.1% | 70.8%+25.2pp | 75.7%+20.4pp | 67.9%+28.2pp |
| Annual return | -15.61% | -13.81%-1.8pp | -12.16%-3.5pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,330 | $2,193-39.4% | $2,922-54.5% | $2,597-48.8% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $161 | $5,896-97.3% | $8,444-98.1% | $5,404-97.0% |