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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 | $73,107+340.8% | $114,563+181.3% | $87,485+268.4% |
| Participation rate | 83.2% | 65.8%+17.4pp | 72.9%+10.3pp | 68.9%+14.2pp |
| Annual return | 11.98% | 19.47%-7.5pp | 241.09%-229.1pp | 26.06%-14.1pp |
| Employer contribution / active EE | $1,476 | $1,881-21.5% | $2,592-43.1% | $2,596-43.1% |
| Participant deferral / active EE | $4,708 | $3,144+49.8% | $4,142+13.7% | $4,274+10.2% |
| Admin fee / account holder | $1,021 | $5,770-82.3% | $7,623-86.6% | $7,775-86.9% |