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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS8 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 16 · EIN 39-6037917 | Consulting | $50,000 |
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 | $197,908 | $101,672+94.7% | $147,117+34.5% | $74,478+165.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 19.19% | 8757.83%-8738.6pp | 420.54%-401.3pp | 1370.56%-1351.4pp |
| Employer contribution / active EE | $15,969 | $3,813+318.8% | $4,932+223.8% | $2,626+508.0% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2,597 | $1,753+48.1% | $12,993-80.0% | $1,946+33.5% |