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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC2 years Filed as: BAIRD INSURANCE SERVICES INC. Service code 22 777 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Insurance Broker | $42,396 |
Filed as: TRINITY PENSION CONSULTANTS, INC Service code 49 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Other Services | $10,822 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $234 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,458 | $93,182+50.7% | $146,643-4.2% | $79,391+76.9% |
| Participation rate | 85.4% | 76.4%+8.9pp | 80.1%+5.3pp | 70.7%+14.7pp |
| Annual return | 11.09% | 21.61%-10.5pp | 22.75%-11.7pp | 116.88%-105.8pp |
| Employer contribution / active EE | $2,643 | $2,420+9.2% | $4,137-36.1% | $2,428+8.9% |
| Participant deferral / active EE | $4,520 | $4,169+8.4% | $5,506-17.9% | $4,046+11.7% |
| Admin fee / account holder | $395 | $585-32.5% | $10,280-96.2% | $627-37.0% |