Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC4 years Filed as: BAIRD Service code 27 · EIN 39-6037917 | Advisory (Plan) | $37,978 |
ANICK & ASSOCIATES4 years Service code 21 · EIN 39-1977004 | Bank Trustee | $7,921 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $278,553-100.0% | $267,477-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.1%-44.1pp | 35.5%-35.5pp | 44.4%-44.4pp |
| Annual return | -16.93% | -41.92%+25.0pp | -38.86%+21.9pp | -14.65%-2.3pp |
| Employer contribution / active EE | $11,500 | $40,095-71.3% | $37,752-69.5% | $46,321-75.2% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |