Filed November 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS5 years Filed as: ROBERT W. BAIRD & CO., INC. Service code 16 · EIN 39-6037917 | Consulting | $85,513 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 30-1413443 | Accounting | $9,550 |
FRANKLIN TEMPLETON2 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 28 230 PARK AVENUE, 12TH FLOOR · NEW YORK, NY 10169 | Investment Management | $9,011 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,602 | $80,724+90.3% | $103,333+48.6% | $74,495+106.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.46% | 27.56%-14.1pp | 24.88%-11.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $17,575 | $3,157+456.7% | $3,868+354.4% | $2,623+570.0% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $497 | $2,368-79.0% | $8,355-94.1% | $1,942-74.4% |