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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC6+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $81,742 |
BMO HARRIS BANK NA6+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $20,605 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,161,284 | $8,161,2840% | $2,066,441+294.9% | $2,822,362+189.2% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.6%-0.6pp |
| Annual return | 13.98% | 11.11%+2.9pp | 10.57%+3.4pp | 11.45%+2.5pp |
| Employer contribution / active EE | $0 | $4,670-100.0% | $18,335-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $103-100.0% | $5-100.0% | $357-100.0% |
| Admin fee / account holder | $34,116 | $34,1160% | $8,713+291.5% | $15,480+120.4% |