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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC2 years Filed as: R.W. BAIRD Service code 27 · EIN 39-6003779 | Advisory (Plan) | $128,506 |
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 | $144,197 | $76,112+89.5% | $96,544+49.4% | $71,529+101.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 7.52% | 22.80%-15.3pp | 25.88%-18.4pp | 28.97%-21.5pp |
| Employer contribution / active EE | $8,807 | $2,248+291.8% | $2,966+196.9% | $2,590+240.1% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $936 | $2,708-65.5% | $8,254-88.7% | $1,588-41.1% |