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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES, LLC Service code 27 · EIN 13-3180631 1521 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $9,384 |
BAIRD FUNDS8+ 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) | $5,860 |
PENSION ASSURANCE LLP8+ years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 13 · EIN 77-0443464 1165 SCENIC DR. BLDG B-1 · MODESTO, CA 95350 | Contract Administrator | $3,628 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,542 | $65,092-77.7% | $143,799-89.9% | $66,938-78.3% |
| Participation rate | 22.9% | 65.2%-42.3pp | 80.3%-57.4pp | 69.8%-46.9pp |
| Annual return | -16.30% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $862 | $2,920-70.5% | $5,638-84.7% | $4,238-79.7% |
| Admin fee / account holder | $68 | $502-86.4% | $14,677-99.5% | $594-88.5% |