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| Provider | Service type | Compensation |
|---|---|---|
HILLIARD & ASSOCIATES1 year Service code 10 · EIN 76-0411322 | Accounting | $35,900 |
BAIRD FUNDS2 years Filed as: ROBERT ROTEN Service code 26 4 TOSCANY CT. · MANSFIELD, TX 76063 | Advisory (Participants) | $25,000 |
ASCENDANT ADVISORS5+ years Service code 20 · EIN 27-0666968 | Trustee (individual) | $23,240 |
THE BVA GROUP5+ years Service code 29 · EIN 75-2326337 | Legal | $22,300 |
UNITED RETIREMENT PENSION CORP5+ years Service code 24 · EIN 25-1759623 | Discretionary Trustee | $21,942 |
WINSTON & STRAWN LLP2 years Filed as: WINSTON & STRAWN Service code 29 · EIN 36-1975990 | Legal | $3,082 |
GREATBANC TRUST COMPANY5+ years Filed as: GREATBANC Service code 26 · EIN 36-3681493 | Advisory (Participants) | $0 |
WEINSTEIN ZUGMAN, LLC5+ years Filed as: WEINSTEIN SPIRA Service code 10 · EIN 74-2181616 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,352 | $89,652-39.4% | $141,191-61.5% | $65,185-16.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 24.90% | 32.79%-7.9pp | 71.41%-46.5pp | 29.38%-4.5pp |
| Employer contribution / active EE | $985 | $3,065-67.8% | $4,736-79.2% | $2,177-54.7% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $381 | $569-33.1% | $10,264-96.3% | $847-55.1% |