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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS1+ years Filed as: ROBERT W BAIRD & CO Service code 55 777 E. WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Other Commissions | $57,360 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,381 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,776 | $55,182-17.0% | $73,309-37.6% | $55,191-17.1% |
| Participation rate | 72.7% | 73.9%-1.2pp | 74.9%-2.2pp | 69.2%+3.6pp |
| Annual return | -1.97% | 8.55%-10.5pp | 5.67%-7.6pp | 10.78%-12.7pp |
| Employer contribution / active EE | $1,762 | $1,935-8.9% | $3,237-45.6% | $1,899-7.2% |
| Participant deferral / active EE | $4,655 | $4,641+0.3% | $4,991-6.7% | $3,046+52.8% |
| Admin fee / account holder | $5 | $68-93.3% | $5,635-99.9% | $91-94.9% |