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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS10+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 PO BOX 672 · MILWAUKEE, WI 532010672 | Advisory (Plan) | $49,434 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $36,121 |
WEGNER CPAS, LLP7 years Service code 10 · EIN 39-0974031 | Accounting | $12,450 |
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.
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 | $322,292 | $63,703+405.9% | $93,063+246.3% | $82,448+290.9% |
| Participation rate | 83.2% | 63.8%+19.3pp | 72.1%+11.0pp | 68.1%+15.1pp |
| Annual return | 11.98% | -775.43%+787.4pp | 34.15%-22.2pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,476 | $1,729-14.6% | $2,476-40.4% | $2,551-42.1% |
| Participant deferral / active EE | $4,708 | $2,919+61.3% | $3,958+18.9% | $4,139+13.7% |
| Admin fee / account holder | $1,021 | $5,982-82.9% | $6,033-83.1% | $7,234-85.9% |