Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC4 years Filed as: HILLIARD LYONS - A BAIRD COMPANY Service code 27 PO BOX 672 · MILWAUKEE, WI 532010672 | Advisory (Plan) | $29,898 |
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 | $48,643 | $26,906+80.8% | $61,452-20.8% | $77,906-37.6% |
| Participation rate | 2.9% | 33.4%-30.5pp | 52.6%-49.7pp | 73.7%-70.8pp |
| Annual return | -14.22% | -14.46%+0.2pp | 338.96%-353.2pp | 12.16%-26.4pp |
| Employer contribution / active EE | $81 | $521-84.4% | $1,160-93.0% | $2,846-97.1% |
| Participant deferral / active EE | $163 | $1,180-86.2% | $2,125-92.3% | $4,805-96.6% |
| Admin fee / account holder | $224 | $117+91.6% | $2,131-89.5% | $133+69.0% |