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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC6 years Filed as: HILLIARD LYONS - A BAIRD COMPANY Service code 27 PO BOX 672 · MILWAUKEE, WI 532010672 | Advisory (Plan) | $36,792 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,903 | $31,741+104.5% | $56,025+15.8% | $200,096-67.6% |
| Participation rate | 4.0% | 32.3%-28.4pp | 52.5%-48.5pp | 72.0%-68.0pp |
| Annual return | 13.62% | 14.72%-1.1pp | 1712.69%-1699.1pp | 34.26%-20.6pp |
| Employer contribution / active EE | $106 | $508-79.1% | $1,042-89.8% | $3,038-96.5% |
| Participant deferral / active EE | $235 | $1,184-80.2% | $1,955-88.0% | $5,090-95.4% |
| Admin fee / account holder | $269 | $426-37.0% | $2,828-90.5% | $269-0.3% |