Filed September 7, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,055 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Advisory (Plan) | $8,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,228 | $39,948-54.4% | $89,400-79.6% | $73,412-75.2% |
| Participation rate | 61.6% | 50.4%+11.2pp | 68.0%-6.4pp | 72.2%-10.6pp |
| Annual return | 14.05% | 50.12%-36.1pp | 245.64%-231.6pp | 59.30%-45.2pp |
| Employer contribution / active EE | $2,347 | $1,200+95.6% | $2,586-9.2% | $2,234+5.1% |
| Participant deferral / active EE | $744 | $2,193-66.1% | $3,890-80.9% | $3,806-80.5% |
| Admin fee / account holder | $75 | $134-44.2% | $4,882-98.5% | $158-52.5% |