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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC2 years Filed as: HILLIARD LYONS - A BAIRD COMPANY Service code 27 10200 FOREST GREEN BLVD., STE. 500 · LOUISVILLE, KY 402235179 | Advisory (Plan) | $25,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,812 | $29,516+48.4% | $77,513-43.5% | $90,274-51.5% |
| Participation rate | 8.0% | 33.7%-25.7pp | 54.2%-46.2pp | 73.4%-65.4pp |
| Annual return | 18.30% | 231.18%-212.9pp | 54.81%-36.5pp | 53.97%-35.7pp |
| Employer contribution / active EE | $175 | $381-54.2% | $987-82.3% | $2,523-93.1% |
| Participant deferral / active EE | $368 | $944-61.0% | $1,861-80.2% | $4,231-91.3% |
| Admin fee / account holder | $190 | $106+79.3% | $2,859-93.4% | $114+66.5% |