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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 99 · EIN 39-6037917 | Other Fees | $13,409 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS CO., INC. Service code 49 | Other Services | $2,776 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $419 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,794 | $73,532-60.8% | $178,505-83.9% | $74,478-61.3% |
| Participation rate | 95.0% | 66.6%+28.4pp | 77.1%+17.9pp | 67.2%+27.8pp |
| Annual return | 14.10% | 17.49%-3.4pp | 27.16%-13.1pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,955-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,325 | $4,519-4.3% | $6,280-31.1% | $4,350-0.6% |
| Admin fee / account holder | $58 | $1,813-96.8% | $10,428-99.4% | $1,946-97.0% |