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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 15 · EIN 39-6037917 | Recordkeeping | $26,746 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,915 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $51,417 | $64,909-20.8% | $82,312-37.5% | $62,293-17.5% |
| Participation rate | 93.0% | 74.9%+18.1pp | 76.9%+16.1pp | 69.5%+23.5pp |
| Annual return | 21.49% | 21.18%+0.3pp | 25.88%-4.4pp | 28.90%-7.4pp |
| Employer contribution / active EE | $4,830 | $1,676+188.2% | $2,428+98.9% | $2,042+136.5% |
| Participant deferral / active EE | $7,579 | $3,103+144.2% | $3,706+104.5% | $3,169+139.2% |
| Admin fee / account holder | $103 | $440-76.6% | $5,608-98.2% | $479-78.6% |