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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS2+ years Filed as: ROBERT W BAIRD & CO Service code 55 · EIN 39-6037917 | Other Commissions | $17,526 |
Service code 37 · EIN 04-2647786 | Loan Processing | $806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,713 | $80,177-70.4% | $123,894-80.9% | $57,658-58.9% |
| Participation rate | 57.0% | 74.4%-17.5pp | 81.4%-24.4pp | 70.2%-13.3pp |
| Annual return | 12.07% | 17.90%-5.8pp | 47.52%-35.4pp | 5.13%+6.9pp |
| Employer contribution / active EE | $315 | $2,913-89.2% | $4,617-93.2% | $1,974-84.1% |
| Participant deferral / active EE | $3,467 | $5,130-32.4% | $5,984-42.1% | $3,061+13.3% |
| Admin fee / account holder | $3 | $106-97.1% | $8,357-100.0% | $95-96.8% |