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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS8 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 | $197,908 | $101,653+94.7% | $147,080+34.6% | $74,459+165.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 19.19% | 8754.98%-8735.8pp | 420.17%-401.0pp | 1369.70%-1350.5pp |
| Employer contribution / active EE | $15,969 | $3,813+318.8% | $4,933+223.7% | $2,626+508.1% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2,597 | $1,752+48.3% | $12,989-80.0% | $1,945+33.5% |