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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 99 · EIN 39-6037917 | Other Fees | $17,337 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS CO., INC. Service code 49 | Other Services | $3,330 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,943 | $74,661-54.5% | $160,784-78.9% | $67,986-50.1% |
| Participation rate | 96.2% | 57.1%+39.0pp | 77.0%+19.2pp | 57.2%+38.9pp |
| Annual return | 16.94% | 28.83%-11.9pp | 1803.92%-1787.0pp | 31.67%-14.7pp |
| Employer contribution / active EE | $799 | $1,829-56.3% | $3,733-78.6% | $2,019-60.4% |
| Participant deferral / active EE | $4,408 | $3,681+19.8% | $6,293-30.0% | $3,358+31.3% |
| Admin fee / account holder | $64 | $3,959-98.4% | $9,717-99.3% | $3,203-98.0% |