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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 15 · EIN 39-6037917 | Recordkeeping | $38,020 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,045 |
ADP BROKER-DEALER3 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 | $51,167 | $65,118-21.4% | $76,767-33.3% | $55,725-8.2% |
| Participation rate | 97.7% | 79.6%+18.1pp | 77.0%+20.7pp | 70.9%+26.8pp |
| Annual return | -2.68% | -1.27%-1.4pp | 2.43%-5.1pp | 244.93%-247.6pp |
| Employer contribution / active EE | $6,105 | $1,941+214.5% | $2,485+145.6% | $2,078+193.7% |
| Participant deferral / active EE | $8,924 | $3,688+142.0% | $3,852+131.7% | $3,356+166.0% |
| Admin fee / account holder | $135 | $116+16.2% | $6,675-98.0% | $115+16.8% |