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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS7 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 16 · EIN 39-6037917 | Consulting | $50,000 |
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 | $176,497 | $91,474+92.9% | $135,982+29.8% | $71,529+146.7% |
| Participation rate | 98.5% | 75.7%+22.8pp | 81.9%+16.6pp | 67.9%+30.6pp |
| Annual return | 20.86% | 29.89%-9.0pp | 68.32%-47.5pp | 28.97%-8.1pp |
| Employer contribution / active EE | $16,946 | $3,705+357.3% | $4,859+248.8% | $2,590+554.3% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $773 | $1,267-39.0% | $10,767-92.8% | $1,588-51.4% |