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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC3 years Filed as: R.W. BAIRD Service code 27 · EIN 39-6003779 | Advisory (Plan) | $143,914 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,067 | $79,184+98.4% | $102,438+53.3% | $74,546+110.7% |
| Participation rate | 96.5% | 74.8%+21.7pp | 76.5%+20.0pp | 67.2%+29.3pp |
| Annual return | 8.68% | 54.95%-46.3pp | 29.37%-20.7pp | 1366.03%-1357.3pp |
| Employer contribution / active EE | $10,227 | $2,362+333.0% | $3,024+238.2% | $2,624+289.7% |
| Participant deferral / active EE | $57 | $4,414-98.7% | $5,054-98.9% | $4,347-98.7% |
| Admin fee / account holder | $905 | $2,001-54.8% | $9,448-90.4% | $1,944-53.4% |