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| Provider | Service type | Compensation |
|---|---|---|
Filed as: R.W. BAIRD Service code 27 · EIN 39-6003779 | Advisory (Plan) | $3,535,739 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $157,681 | $65,437+141.0% | $86,698+81.9% | $66,949+135.5% |
| Participation rate | 97.9% | 75.5%+22.4pp | 76.6%+21.3pp | 69.8%+28.1pp |
| Annual return | -9.28% | -10.91%+1.6pp | 35.96%-45.2pp | 1.57%-10.8pp |
| Employer contribution / active EE | $9,199 | $2,154+327.1% | $2,837+224.3% | $2,545+261.4% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $1,040 | $642+62.0% | $7,492-86.1% | $594+75.2% |