Filed November 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS6 years Filed as: ROBERT W. BAIRD & CO., INC. Service code 16 · EIN 39-6037917 | Consulting | $98,318 |
FRANKLIN TEMPLETON3 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 28 230 PARK AVENUE, 12TH FLOOR · NEW YORK, NY 10169 | Investment Management | $8,145 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,129 | $90,170+68.7% | $150,734+0.9% | $69,733+118.2% |
| Participation rate | 99.5% | 60.2%+39.3pp | 78.4%+21.1pp | 62.5%+37.1pp |
| Annual return | 4.04% | 16.56%-12.5pp | 600.81%-596.8pp | 15.22%-11.2pp |
| Employer contribution / active EE | $17,774 | $3,428+418.5% | $4,918+261.4% | $2,250+689.9% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $451 | $4,600-90.2% | $14,905-97.0% | $3,102-85.4% |