Filed January 14, 2020
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC1+ years Filed as: HILLIARD LYONS Service code 15 · EIN 35-2326302 | Recordkeeping | $8,414 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $224,372-100.0% | $219,333-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 42.3%-42.3pp | 48.7%-48.7pp |
| Annual return | -0.15% | -2.14%+2.0pp | -2.00%+1.9pp | -2.16%+2.0pp |
| Employer contribution / active EE | $15,452 | $37,316-58.6% | $34,470-55.2% | $42,957-64.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |