Filed March 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 21 · EIN 04-2723880 | Bank Trustee | $72,615 |
FID INV INST OPS CO1+ years Service code 17 · EIN 04-2647786 | Pension Consulting | $52,063 |
BAIRD FUNDS1+ years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $16,313 |
KBF CPAS LLP1+ years Service code 10 · EIN 82-1030164 | Accounting | $16,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 7.02% | 9.67%-2.6pp | 7.69%-0.7pp | 22.81%-15.8pp |
| Employer contribution / active EE | $5,924 | $11,016-46.2% | $28,501-79.2% | $18,290-67.6% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |