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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC7+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $95,482 |
BMO HARRIS BANK NA7+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $22,320 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $38,981-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.6%-3.6pp |
| Annual return | 9.43% | 14.66%-5.2pp | 11.38%-2.0pp | 11.84%-2.4pp |
| Employer contribution / active EE | $0 | $10,832-100.0% | $18,467-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $71-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $786-100.0% | $409-100.0% |