Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN CPAS PLLC Service code 10 · EIN 20-1416603 | Accounting | $10,600 |
ASCENSUS LLC9+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 16 · EIN 31-1560462 | Consulting | $4,000 |
BAIRD FUNDS4 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $3,565 |
Filed as: FIDELITY INVESTMENTS INST. OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,155 |
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 | $16,648 | $79,955-79.2% | $98,461-83.1% | $75,173-77.9% |
| Participation rate | 87.8% | 70.4%+17.4pp | 75.2%+12.6pp | 67.2%+20.6pp |
| Annual return | 11.42% | 19.75%-8.3pp | 21.17%-9.8pp | 160.72%-149.3pp |
| Employer contribution / active EE | $1,158 | $2,264-48.8% | $3,049-62.0% | $2,671-56.6% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $165 | $6,841-97.6% | $8,961-98.2% | $5,651-97.1% |