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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 15 · EIN 39-6037917 | Recordkeeping | $19,880 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,500 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,863 | $60,165-18.8% | $74,184-34.1% | $55,167-11.4% |
| Participation rate | 88.3% | 74.2%+14.1pp | 76.6%+11.6pp | 69.0%+19.3pp |
| Annual return | 11.94% | 10.00%+1.9pp | 17.74%-5.8pp | 169.23%-157.3pp |
| Employer contribution / active EE | $4,153 | $1,600+159.6% | $2,370+75.2% | $1,963+111.6% |
| Participant deferral / active EE | $6,267 | $2,973+110.8% | $3,550+76.5% | $3,054+105.2% |
| Admin fee / account holder | $107 | $419-74.4% | $5,586-98.1% | $504-78.7% |