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| Provider | Service type | Compensation |
|---|---|---|
PROVIDENT TRUST COMPANY3 years Service code 27 · EIN 39-2002404 N16 W23217 STONE RIDGE DRIVE · WAUKESHA, WI 531881199 | Advisory (Plan) | $23,174 |
BAIRD INSURANCE SERVICES INC2 years Filed as: R.W. BAIRD & CO. INCORPORATED Service code 27 · EIN 39-6037917 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 532025391 | Advisory (Plan) | $12,841 |
Filed as: A.D. BEADELL Service code 27 · EIN 39-1572238 10224 N. PORT WASHINGTON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $12,109 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 12.61% | 11.70%+0.9pp | 7.32%+5.3pp | 18.35%-5.7pp |
| Employer contribution / active EE | $0 | $9,106-100.0% | $23,426-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |