Filed May 10, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC3 years Filed as: R.W. BAIRD & COMPANY Service code 28 · EIN 39-6037917 | Investment Management | $412,152 |
Service code 11 · EIN 36-4389114 | Actuarial | $205,950 |
Service code 28 · EIN 04-2956583 | Investment Management | $179,978 |
CARDINAL INVESTMENT ADVISORS7+ years Service code 27 · EIN 36-4464580 | Advisory (Plan) | $142,562 |
ASSOCIATED TRUST COMPANY7+ years Filed as: ASSOCIATED TRUST CO Service code 19 · EIN 39-1941673 | Securities Custodian | $92,056 |
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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.
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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 6.58% | 11.84%-5.3pp | 8.95%-2.4pp | 13.24%-6.7pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |