Filed August 30, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS7+ years Filed as: ROBERT W BAIRD & COMPANY, INC Service code 27 · EIN 39-6037917 777 EAST WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Plan) | $77,564 |
Service code 12 · EIN 13-3689044 | Participant communication; Account ma... | $60,637 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,119 | $78,275+86.7% | $109,188+33.8% | $86,821+68.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 14.95% | 19.14%-4.2pp | 25.76%-10.8pp | 97.94%-83.0pp |
| Employer contribution / active EE | $3,854 | $3,105+24.1% | $3,723+3.5% | $2,406+60.2% |
| Participant deferral / active EE | $7,273 | $3,641+99.8% | $4,654+56.3% | $4,132+76.0% |
| Admin fee / account holder | $242 | $198+21.7% | $6,755-96.4% | $170+42.5% |