Filed November 19, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO., INC. Service code 16 · EIN 39-6037917 | Consulting | $92,072 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,094 | $77,677+126.7% | $109,173+61.3% | $79,391+121.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 37.80% | 23.44%+14.4pp | 25.75%+12.0pp | 116.88%-79.1pp |
| Employer contribution / active EE | $16,203 | $2,798+479.0% | $3,723+335.2% | $2,428+567.4% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $530 | $732-27.7% | $6,755-92.2% | $627-15.5% |