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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $49,201 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,955 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,837 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,023 | $72,303+5.1% | $86,698-12.3% | $64,824+17.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -16.45% | 392.77%-409.2pp | 35.96%-52.4pp | 32.84%-49.3pp |
| Employer contribution / active EE | $7,261 | $2,393+203.4% | $2,837+156.0% | $2,507+189.6% |
| Participant deferral / active EE | $11,059 | $4,660+137.3% | $4,656+137.5% | $4,311+156.5% |
| Admin fee / account holder | $167 | $174-3.7% | $7,492-97.8% | $188-10.8% |