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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 | $79,209+41.9% | $102,434+9.8% | $74,459+51.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 8.72% | 54.98%-46.3pp | 29.46%-20.7pp | 1369.70%-1361.0pp |
| Employer contribution / active EE | $8,294 | $2,362+251.1% | $3,023+174.4% | $2,626+215.9% |
| Participant deferral / active EE | $13,565 | $4,417+207.1% | $5,055+168.4% | $4,350+211.9% |
| Admin fee / account holder | $205 | $2,002-89.7% | $9,462-97.8% | $1,945-89.4% |