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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC10+ years Filed as: BAIRD Service code 16 · EIN 39-6037917 | Consulting | $222,972 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,135 | $88,137+190.6% | $164,975+55.3% | $74,429+244.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 12.33% | 17.13%-4.8pp | 70.12%-57.8pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $13,104 | $2,597+404.6% | $4,343+201.8% | $2,625+399.2% |
| Participant deferral / active EE | $9,197 | $4,501+104.4% | $6,033+52.4% | $4,348+111.5% |
| Admin fee / account holder | $811 | $2,231-63.7% | $12,688-93.6% | $1,944-58.3% |