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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS9+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $35,000 |
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $31,848 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,858 | $76,696+75.8% | $96,538+39.7% | $71,529+88.5% |
| Participation rate | 99.5% | 66.6%+33.0pp | 74.3%+25.2pp | 67.9%+31.6pp |
| Annual return | 20.35% | 48.32%-28.0pp | 35.74%-15.4pp | 28.97%-8.6pp |
| Employer contribution / active EE | $5,560 | $3,032+83.4% | $3,740+48.7% | $2,590+114.7% |
| Participant deferral / active EE | $9,274 | $3,770+146.0% | $4,880+90.0% | $4,291+116.1% |
| Admin fee / account holder | $125 | $2,030-93.8% | $6,737-98.1% | $1,588-92.1% |