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| Provider | Service type | Compensation |
|---|---|---|
PROVIDENT TRUST COMPANY4 years Service code 27 · EIN 39-2002404 N16 W23217 STONE RIDGE DRIVE · WAUKESHA, WI 531881199 | Advisory (Plan) | $22,658 |
BAIRD INSURANCE SERVICES INC3 years Filed as: R.W. BAIRD & CO. INCORPORATED Service code 27 · EIN 39-6037917 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 532025391 | Advisory (Plan) | $16,322 |
Filed as: A.D.BEADELL Service code 27 · EIN 39-1572238 10224 N. PORT WASHINGTON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $13,229 |
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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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -10.62% | -3.51%-7.1pp | -5.12%-5.5pp | -5.25%-5.4pp |
| Employer contribution / active EE | $0 | $11,313-100.0% | $31,020-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |