Filed November 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO., INC. Service code 16 · EIN 39-6037917 | Consulting | $86,391 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $12,375 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,653 | $69,362+76.8% | $101,248+21.1% | $73,488+66.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | -7.53% | 18.46%-26.0pp | 46.47%-54.0pp | 28.51%-36.0pp |
| Employer contribution / active EE | $15,136 | $2,628+475.9% | $3,660+313.6% | $2,270+566.8% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $504 | $704-28.4% | $5,945-91.5% | $513-1.8% |