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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC4+ years Filed as: HILLIARD LYONS Service code 53 · EIN 31-1255256 | Insurance Commissions | $10,915 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 53 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 532025391 | Insurance Commissions | $325 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,660 | $48,261+42.3% | $68,793-0.2% | $55,725+23.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 72.2%+27.8pp | 70.9%+29.1pp |
| Annual return | -8.87% | -2.61%-6.3pp | -4.63%-4.2pp | 244.93%-253.8pp |
| Employer contribution / active EE | $515 | $1,742-70.4% | $2,625-80.4% | $2,078-75.2% |
| Participant deferral / active EE | $3,236 | $2,712+19.3% | $3,311-2.3% | $3,356-3.6% |
| Admin fee / account holder | $0 | $126-100.0% | $5,131-100.0% | $115-100.0% |