Filed July 19, 2023
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS5 years Filed as: ROBERT W. BAIRD & CO Service code 27 P.O. BOX 88499 · MILWAUKEE, WI 53288 | Advisory (Plan) | $31,271 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,039 |
ASCENSUS LLC5 years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 · EIN 31-1560462 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $14,013 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 910 E ST. LOUIS · SPRINGFIELD, MO 65807 | Accounting | $13,020 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,677 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,530 | $59,054-56.8% | $97,260-73.8% | $77,736-67.2% |
| Participation rate | 93.2% | 67.9%+25.3pp | 72.7%+20.5pp | 70.6%+22.6pp |
| Annual return | 11.71% | 16.96%-5.2pp | 75.54%-63.8pp | 31.26%-19.5pp |
| Employer contribution / active EE | $169 | $1,742-90.3% | $2,721-93.8% | $2,728-93.8% |
| Participant deferral / active EE | $1,783 | $3,930-54.6% | $4,262-58.2% | $4,651-61.7% |
| Admin fee / account holder | $155 | $346-55.2% | $5,640-97.2% | $433-64.2% |