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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC2+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $74,828 |
BMO HARRIS BANK NA2+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $20,184 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $111,575-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 3.6%-3.6pp |
| Annual return | 6.69% | 4.01%+2.7pp | 18.87%-12.2pp | 11.88%-5.2pp |
| Employer contribution / active EE | $1,055 | $9,840-89.3% | $19,828-94.7% | $14,612-92.8% |
| Participant deferral / active EE | $0 | $19-100.0% | $68-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $262-100.0% | $637-100.0% |