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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $64,451 |
BAIRD FUNDS5 years Filed as: ROBERT W. BAIRD & CO., INC. Service code 16 · EIN 39-1236032 | Consulting | $23,779 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,444 | $79,181-31.2% | $102,423-46.8% | $74,429-26.9% |
| Participation rate | 68.3% | 74.8%-6.4pp | 76.5%-8.2pp | 67.2%+1.1pp |
| Annual return | 14.40% | 54.97%-40.6pp | 29.42%-15.0pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $509 | $2,362-78.4% | $3,023-83.2% | $2,625-80.6% |
| Participant deferral / active EE | $2,796 | $4,416-36.7% | $5,054-44.7% | $4,348-35.7% |
| Admin fee / account holder | $341 | $2,002-83.0% | $9,455-96.4% | $1,944-82.5% |