Filed November 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS4+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 16 · EIN 39-6037917 | Consulting | $88,439 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $11,170 |
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 | $144,477 | $63,114+128.9% | $92,915+55.5% | $65,186+121.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 3.46% | 28.75%-25.3pp | 109.45%-106.0pp | 29.39%-25.9pp |
| Employer contribution / active EE | $9,202 | $2,571+258.0% | $3,653+151.9% | $2,177+322.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $526 | $624-15.7% | $5,796-90.9% | $847-37.9% |