Filed November 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS7 years Filed as: ROBERT W. BAIRD & CO., INC. Service code 16 · EIN 39-6037917 | Consulting | $109,324 |
FRANKLIN TEMPLETON4 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 28 230 PARK AVENUE, 12TH FLOOR · NEW YORK, NY 10169 | Investment Management | $8,434 |
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 | $148,950 | $84,712+75.8% | $239,577-37.8% | $84,712+75.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 82.1%+17.9pp | 58.1%+41.9pp |
| Annual return | 9.46% | 15.22%-5.8pp | -0.70%+10.2pp | 15.22%-5.8pp |
| Employer contribution / active EE | $18,573 | $2,451+657.9% | $7,232+156.8% | $2,451+657.9% |
| Participant deferral / active EE | $0 | $3,010-100.0% | $5,676-100.0% | $3,010-100.0% |
| Admin fee / account holder | $447 | $7,361-93.9% | $19,315-97.7% | $7,361-93.9% |