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 FUNDS4 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 16 · EIN 39-6037917 | Consulting | $38,519 |
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 | $149,712 | $99,957+49.8% | $149,7450% | $73,497+103.7% |
| Participation rate | 98.7% | 75.7%+23.0pp | 82.5%+16.3pp | 70.7%+28.1pp |
| Annual return | 15.23% | 53.87%-38.6pp | 276.72%-261.5pp | 28.51%-13.3pp |
| Employer contribution / active EE | $17,932 | $3,191+461.9% | $4,646+286.0% | $2,270+689.9% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $942 | $551+71.1% | $9,312-89.9% | $513+83.6% |