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 | $92,072 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $534,335 | $64,176+732.6% | $112,263+376.0% | $66,949+698.1% |
| Participation rate | 32.7% | 68.4%-35.8pp | 75.1%-42.4pp | 69.8%-37.2pp |
| Annual return | 2.27% | -13.80%+16.1pp | 27.49%-25.2pp | 1.57%+0.7pp |
| Employer contribution / active EE | $17,330 | $3,007+476.4% | $3,636+376.6% | $2,545+580.8% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $2,295 | $626+266.8% | $6,410-64.2% | $594+286.7% |