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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 | $42,762 |
BMO HARRIS BANK NA10+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $10,219 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $116,914-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 9.19% | 5.81%+3.4pp | 8.92%+0.3pp | 7.65%+1.5pp |
| Employer contribution / active EE | $0 | $11,440-100.0% | $24,457-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $14-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $692-100.0% | $193-100.0% |