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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC11+ years Filed as: BAIRD Service code 16 · EIN 39-6037917 | Consulting | $247,424 |
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.
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 | $286,383 | $91,760+212.1% | $156,181+83.4% | $67,986+321.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 78.8%+21.2pp | 57.2%+42.8pp |
| Annual return | 11.69% | 18.14%-6.5pp | 64.87%-53.2pp | 31.67%-20.0pp |
| Employer contribution / active EE | $13,527 | $2,419+459.1% | $4,294+215.0% | $2,019+570.1% |
| Participant deferral / active EE | $9,331 | $3,960+135.6% | $6,132+52.2% | $3,358+177.9% |
| Admin fee / account holder | $887 | $3,949-77.5% | $14,586-93.9% | $3,203-72.3% |