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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS5 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $52,331 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,660 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,423 | $79,184+42.0% | $102,438+9.7% | $74,546+50.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 8.72% | 54.95%-46.2pp | 29.37%-20.6pp | 1366.03%-1357.3pp |
| Employer contribution / active EE | $8,294 | $2,362+251.2% | $3,024+174.3% | $2,624+216.0% |
| Participant deferral / active EE | $13,565 | $4,414+207.3% | $5,054+168.4% | $4,347+212.0% |
| Admin fee / account holder | $205 | $2,001-89.7% | $9,448-97.8% | $1,944-89.4% |