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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC5+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $51,770 |
BMO HARRIS BANK NA5+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $12,290 |
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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 | $317,036-100.0% | $204,001-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 13.0%-13.0pp |
| Annual return | 18.01% | 13.23%+4.8pp | -100.31%+118.3pp | 13.59%+4.4pp |
| Employer contribution / active EE | $3,125 | $9,675-67.7% | $18,686-83.3% | $14,592-78.6% |
| Participant deferral / active EE | $0 | $308-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $1,604-100.0% | $29,657-100.0% |