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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BAIRD Service code 27 · EIN 39-6037917 777 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $216,379 |
Filed as: AD BEADELL Service code 27 · EIN 39-1572238 10224 N. PORT WASHINGTON RD. · MEQUON, WI 53092 | Advisory (Plan) | $10,097 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,933 | $65,378+147.7% | $87,103+85.9% | $65,186+148.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 16.26% | 31.28%-15.0pp | 28.19%-11.9pp | 29.39%-13.1pp |
| Employer contribution / active EE | $7,104 | $1,823+289.7% | $2,521+181.7% | $2,177+226.3% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1,078 | $520+107.5% | $7,491-85.6% | $847+27.3% |