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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS4 years Filed as: ROBERT W BAIRD INC Service code 16 · EIN 39-6037917 | Consulting | $31,666 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $17,531 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,864 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,545 | $56,511+24.8% | $185,837-62.0% | $86,813-18.7% |
| Participation rate | 97.6% | 65.5%+32.1pp | 81.7%+15.9pp | 72.3%+25.3pp |
| Annual return | 13.63% | 118.12%-104.5pp | 122.08%-108.4pp | 97.93%-84.3pp |
| Employer contribution / active EE | $2,859 | $1,844+55.1% | $5,168-44.7% | $2,406+18.8% |
| Participant deferral / active EE | $5,124 | $2,554+100.6% | $5,568-8.0% | $4,131+24.0% |
| Admin fee / account holder | $46 | $150-69.4% | $16,241-99.7% | $170-73.0% |