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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $53,245 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,443 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,862 | $185,342-53.1% | $111,308-22.0% | $86,8210% |
| Participation rate | 99.7% | 81.0%+18.7pp | 77.3%+22.4pp | 72.3%+27.4pp |
| Annual return | 19.60% | 500.80%-481.2pp | 54.67%-35.1pp | 97.94%-78.3pp |
| Employer contribution / active EE | $4,887 | $2,246+117.6% | $2,732+78.9% | $2,406+103.1% |
| Participant deferral / active EE | $8,147 | $4,458+82.7% | $4,487+81.6% | $4,132+97.2% |
| Admin fee / account holder | $152 | $255-40.4% | $7,965-98.1% | $170-10.2% |