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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 16 · EIN 39-6037917 | Consulting | $24,714 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,639 | $80,753+28.3% | $136,298-24.0% | $62,293+66.4% |
| Participation rate | 99.3% | 73.5%+25.7pp | 81.9%+17.4pp | 69.5%+29.8pp |
| Annual return | 8.24% | 35.83%-27.6pp | 5156.27%-5148.0pp | 28.90%-20.7pp |
| Employer contribution / active EE | $15,293 | $2,884+430.3% | $4,696+225.7% | $2,042+648.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1,058 | $525+101.4% | $9,244-88.6% | $479+120.8% |