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 FUNDS3+ years Filed as: ROBERT W BAIRD & CO Service code 55 · EIN 39-6037917 | Other Commissions | $73,777 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,025 |
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 | $54,042 | $65,592-17.6% | $90,161-40.1% | $69,631-22.4% |
| Participation rate | 84.9% | 77.6%+7.3pp | 76.9%+8.0pp | 70.7%+14.2pp |
| Annual return | 21.51% | 57.10%-35.6pp | 34.89%-13.4pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $2,069 | $2,193-5.6% | $3,318-37.6% | $2,032+1.8% |
| Participant deferral / active EE | $5,686 | $5,257+8.2% | $5,287+7.5% | $3,224+76.4% |
| Admin fee / account holder | $5 | $86-94.0% | $5,943-99.9% | $110-95.3% |