Filed January 14, 2020
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC2+ years Filed as: HILLIARD LYONS Service code 15 · EIN 35-2326302 | Recordkeeping | $7,561 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $225,449-100.0% | $219,466-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | 5.38% | 4.17%+1.2pp | 5.00%+0.4pp | 4.16%+1.2pp |
| Employer contribution / active EE | $90,491 | $39,228+130.7% | $35,918+151.9% | $42,918+110.8% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |