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 | $54,442 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,651 |
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 | $34,200 | $56,095-39.0% | $178,503-80.8% | $90,274-62.1% |
| Participation rate | 96.3% | 65.6%+30.8pp | 81.9%+14.4pp | 73.4%+23.0pp |
| Annual return | 16.24% | 28.81%-12.6pp | 151.12%-134.9pp | 53.97%-37.7pp |
| Employer contribution / active EE | $1,677 | $1,572+6.6% | $5,011-66.5% | $2,523-33.6% |
| Participant deferral / active EE | $2,856 | $2,669+7.0% | $5,202-45.1% | $4,231-32.5% |
| Admin fee / account holder | $15 | $101-85.0% | $13,987-99.9% | $114-86.7% |