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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 | $79,223+41.9% | $102,460+9.7% | $74,478+50.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 8.72% | 54.98%-46.3pp | 29.47%-20.8pp | 1370.56%-1361.8pp |
| Employer contribution / active EE | $8,294 | $2,363+251.0% | $3,025+174.2% | $2,626+215.8% |
| Participant deferral / active EE | $13,565 | $4,417+207.1% | $5,056+168.3% | $4,350+211.8% |
| Admin fee / account holder | $205 | $2,003-89.7% | $9,460-97.8% | $1,946-89.4% |