Filed May 29, 2015 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $225,967 |
BAIRD FUNDS2+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 16 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Consulting | $78,125 |
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 | $297,855 | $144,604+106.0% | $88,497+236.6% | $63,975+365.6% |
| Participation rate | 97.4% | 91.8%+5.5pp | 82.4%+15.0pp | 71.1%+26.2pp |
| Annual return | 9.60% | 9.63%0pp | 7.63%+2.0pp | 48.65%-39.0pp |
| Employer contribution / active EE | $3,692 | $4,008-7.9% | $4,036-8.5% | $2,182+69.2% |
| Participant deferral / active EE | $10,257 | $7,027+46.0% | $4,899+109.4% | $3,356+205.6% |
| Admin fee / account holder | $59 | $78-25.1% | $6,220-99.1% | $70-16.7% |