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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC3+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $45,665 |
BMO HARRIS BANK NA3+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $12,771 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,166-100.0% | $107,664-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 6.7%-6.7pp | 10.0%-10.0pp | 11.3%-11.3pp |
| Annual return | 12.57% | 10.39%+2.2pp | 337.46%-324.9pp | 10.41%+2.2pp |
| Employer contribution / active EE | $7,961 | $10,969-27.4% | $20,191-60.6% | $14,691-45.8% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $1,663-100.0% | $2,646-100.0% |