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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $144,880 |
BAIRD FUNDS8 years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 777 EAST WISCONSIN AVENUE · MILWUAKEE, WI 53202 | Advisory (Plan) | $124,778 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $31,121 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,842 | $62,544+34.1% | $129,207-35.1% | $199,593-58.0% |
| Participation rate | 68.3% | 56.8%+11.5pp | 69.6%-1.3pp | 72.0%-3.7pp |
| Annual return | 13.11% | 16.95%-3.8pp | 9417.33%-9404.2pp | 34.25%-21.1pp |
| Employer contribution / active EE | $2,614 | $2,394+9.2% | $4,153-37.1% | $3,034-13.9% |
| Participant deferral / active EE | $3,851 | $3,123+23.3% | $4,168-7.6% | $5,087-24.3% |
| Admin fee / account holder | $167 | $167+0.1% | $7,715-97.8% | $269-37.8% |