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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURITES AMERICA, INC. Service code 16 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Consulting | $7,186 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 16 4600 S ULSTER ST STE 700 · DENVER, CO 802372894 | Consulting | $5,446 |
BAIRD FUNDS2+ years Filed as: ROBERT W. BAIRD & CO. INCORORATED Service code 16 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 532025391 | Consulting | $4,690 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,290 | $75,183-57.1% | $123,894-73.9% | $55,167-41.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 9.49% | 19.01%-9.5pp | 47.52%-38.0pp | 169.23%-159.7pp |
| Employer contribution / active EE | $1,621 | $2,823-42.6% | $4,617-64.9% | $1,963-17.4% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $73 | $663-89.0% | $8,357-99.1% | $504-85.5% |