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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS4 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $46,954 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,925 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,745 | $76,112+25.8% | $96,544-0.8% | $71,529+33.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 19.70% | 22.80%-3.1pp | 25.88%-6.2pp | 28.97%-9.3pp |
| Employer contribution / active EE | $6,613 | $2,248+194.2% | $2,966+122.9% | $2,590+155.3% |
| Participant deferral / active EE | $10,504 | $4,217+149.1% | $4,851+116.5% | $4,291+144.8% |
| Admin fee / account holder | $151 | $2,708-94.4% | $8,254-98.2% | $1,588-90.5% |