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| Provider | Service type | Compensation |
|---|---|---|
HILLIARD & ASSOCIATES4 years Service code 10 · EIN 76-0411322 | Accounting | $31,200 |
BAIRD FUNDS5 years Filed as: ROBERT ROTEN Service code 26 4 TOSCANY CT · MANSFIELD, TX 76063 | Advisory (Participants) | $25,000 |
THE BVA GROUP8+ years Service code 29 · EIN 75-2326337 | Legal | $24,378 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN Service code 15 · EIN 82-3719843 | Recordkeeping | $13,852 |
WINSTON & STRAWN LLP5 years Filed as: WINSTON & STRAWN Service code 29 · EIN 36-1975990 | Legal | $9,827 |
KREIG DEVAULT, LLP1 year Filed as: KREIG DEVAULT Service code 29 1 INDIANA SQUARE, SUITE 2800 · INDIANAPOLIS, IN 46204 | Legal | $5,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,965 | $84,493-16.0% | $125,381-43.4% | $66,938+6.0% |
| Participation rate | 85.2% | 76.4%+8.8pp | 82.4%+2.8pp | 69.8%+15.4pp |
| Annual return | 9.74% | -8.49%+18.2pp | 572.31%-562.6pp | 1.58%+8.2pp |
| Employer contribution / active EE | $3,175 | $3,554-10.7% | $4,815-34.1% | $2,545+24.7% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $259 | $685-62.1% | $10,007-97.4% | $594-56.3% |