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 | $76,052 |
FRANKLIN TEMPLETON1 year Filed as: CLARION LION PROPERTIES FUND, LP Service code 28 230 PARK AVENUE, 12TH FLOOR · NEW YORK, NY 10169 | Investment Management | $9,670 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,751 | $76,670+65.3% | $96,683+31.1% | $71,457+77.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | -5.07% | 48.29%-53.4pp | 35.69%-40.8pp | 28.85%-33.9pp |
| Employer contribution / active EE | $16,912 | $3,031+457.9% | $3,737+352.6% | $2,588+553.6% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $405 | $2,028-80.0% | $6,730-94.0% | $1,587-74.5% |