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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS6+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 26 · EIN 39-6037917 360 SIERRA COLLEGE DRIVE, STE 200 · GRASS VALLEY, CA 95945 | Advisory (Participants) | $17,267 |
PENSION ASSURANCE LLP6+ years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 13 · EIN 77-0443464 1165 SCENIC DR. BLDG B-1 · MODESTO, CA 95350 | Contract Administrator | $1,251 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $350 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,645 | $52,293-58.6% | $178,499-87.9% | $73,412-70.5% |
| Participation rate | 35.6% | 65.3%-29.7pp | 81.9%-46.3pp | 72.2%-36.5pp |
| Annual return | 12.06% | 34.75%-22.7pp | 151.10%-139.0pp | 59.30%-47.2pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $962 | $2,332-58.7% | $5,202-81.5% | $3,806-74.7% |
| Admin fee / account holder | $16 | $127-87.3% | $13,986-99.9% | $158-89.7% |