Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 16 · EIN 39-6037917 | Consulting | $38,628 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $127,467 | $73,102+74.4% | $123,553+3.2% | $56,289+126.5% |
| Participation rate | 99.3% | 74.3%+24.9pp | 82.3%+17.0pp | 69.9%+29.4pp |
| Annual return | 5.89% | 3.01%+2.9pp | 119.21%-113.3pp | -9.96%+15.9pp |
| Employer contribution / active EE | $18,881 | $2,977+534.2% | $4,628+308.0% | $2,111+794.3% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1,026 | $554+85.4% | $9,284-88.9% | $521+97.0% |