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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC10+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $30,515 |
BMO HARRIS BANK NA10+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $6,997 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $116,914-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 11.0%-11.0pp |
| Annual return | 9.21% | 6.95%+2.3pp | 8.92%+0.3pp | 8.21%+1.0pp |
| Employer contribution / active EE | $34,884 | $9,078+284.3% | $24,457+42.6% | $13,841+152.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $692-100.0% | $1,652-100.0% |