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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,705 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 15 · EIN 39-6037917 | Recordkeeping | $5,000 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,022 | $102,553-56.1% | $151,611-70.3% | $66,914-32.7% |
| Participation rate | 94.8% | 85.5%+9.3pp | 87.5%+7.3pp | 69.8%+25.0pp |
| Annual return | -18.20% | -10.82%-7.4pp | 3.33%-21.5pp | 1.58%-19.8pp |
| Employer contribution / active EE | $831 | $4,180-80.1% | $6,166-86.5% | $2,544-67.3% |
| Participant deferral / active EE | $7,275 | $6,641+9.6% | $8,363-13.0% | $4,237+71.7% |
| Admin fee / account holder | $114 | $630-81.9% | $11,616-99.0% | $593-80.8% |