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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INC. Service code 23 · EIN 39-6037917 | Investment advisory (plan); Insurance... | $40,752 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $28,476 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,517 |
LPL FINANCIAL6 years Service code 16 · EIN 04-3046611 | Consulting | $15,625 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,895 | $106,028+6.5% | $146,958-23.2% | $77,643+45.4% |
| Participation rate | 95.4% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 12.87% | 56.73%-43.9pp | 418.34%-405.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $4,117 | $4,063+1.3% | $4,933-16.5% | $2,726+51.0% |
| Participant deferral / active EE | $4,851 | $7,990-39.3% | $8,070-39.9% | $4,647+4.4% |
| Admin fee / account holder | $297 | $337-11.9% | $12,998-97.7% | $430-31.0% |