Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INC Service code 49 · EIN 39-6037917 | Other Services | $16,758 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,521 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,874 | $42,546-6.3% | $71,796-44.5% | $55,167-27.7% |
| Participation rate | 97.5% | 59.1%+38.3pp | 69.1%+28.3pp | 69.0%+28.5pp |
| Annual return | 6.56% | 12.36%-5.8pp | 78.04%-71.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,613 | $2,064+75.0% | $2,794+29.3% | $3,054+18.3% |
| Admin fee / account holder | $12 | $650-98.1% | $4,815-99.7% | $504-97.6% |