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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURITES AMERICA, INC. Service code 16 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Consulting | $11,829 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD & CO. INCORORATED Service code 16 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 532025391 | Consulting | $9,817 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,114 | $70,002-54.1% | $115,038-72.1% | $52,331-38.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 5.22% | 4.04%+1.2pp | 26.14%-20.9pp | 4.54%+0.7pp |
| Employer contribution / active EE | $2,736 | $2,715+0.8% | $4,608-40.6% | $1,882+45.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $98 | $566-82.6% | $8,175-98.8% | $592-83.4% |