Filed May 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS1+ years Filed as: ROBERT W BAIRD INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $40,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,340 |
LBMC, PC1+ years Filed as: LBMC PC Service code 10 · EIN 62-1199757 | Accounting | $10,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $74,707-100.0% | $252,559-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 15.0%-15.0pp | 50.9%-50.9pp | 4.3%-4.3pp |
| Annual return | -2.39% | -0.16%-2.2pp | -1.68%-0.7pp | 2.81%-5.2pp |
| Employer contribution / active EE | $8,612 | $33,118-74.0% | $44,959-80.8% | $16,358-47.4% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $330-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $32-100.0% | $12,994-100.0% | $1,639-100.0% |