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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS5 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 16 · EIN 39-6037917 | Consulting | $48,048 |
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 | $167,788 | $104,497+60.6% | $159,487+5.2% | $79,389+111.3% |
| Participation rate | 98.9% | 76.6%+22.2pp | 82.8%+16.0pp | 70.7%+28.1pp |
| Annual return | 14.58% | 67.98%-53.4pp | 263.71%-249.1pp | 116.89%-102.3pp |
| Employer contribution / active EE | $18,311 | $3,418+435.8% | $4,831+279.0% | $2,428+654.2% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $902 | $711+26.8% | $10,804-91.7% | $626+44.0% |