Filed November 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS3+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 16 · EIN 39-6037917 | Consulting | $83,109 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $11,578 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,099 | $55,449+205.0% | $83,848+101.7% | $56,287+200.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 9.59% | -1.38%+11.0pp | 850.88%-841.3pp | -9.96%+19.6pp |
| Employer contribution / active EE | $14,220 | $2,430+485.1% | $3,631+291.7% | $2,111+573.6% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $620 | $656-5.4% | $5,478-88.7% | $521+19.1% |