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 FUNDS6 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 16 · EIN 39-6037917 | Consulting | $55,981 |
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 | $147,777 | $84,499+74.9% | $125,391+17.9% | $66,949+120.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -8.03% | -8.49%+0.5pp | 572.41%-580.4pp | 1.57%-9.6pp |
| Employer contribution / active EE | $10,717 | $3,554+201.6% | $4,816+122.5% | $2,545+321.0% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $809 | $685+18.1% | $10,009-91.9% | $594+36.3% |