Filed November 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS6 years Filed as: ROBERT W. BAIRD & CO., INC. Service code 16 · EIN 39-6037917 | Consulting | $98,318 |
FRANKLIN TEMPLETON3 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 28 230 PARK AVENUE, 12TH FLOOR · NEW YORK, NY 10169 | Investment Management | $8,145 |
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 | $152,129 | $86,944+75.0% | $107,525+41.5% | $74,304+104.7% |
| Participation rate | 99.5% | 59.6%+40.0pp | 75.1%+24.4pp | 60.3%+39.2pp |
| Annual return | 4.04% | 23.52%-19.5pp | 181.32%-177.3pp | 29.43%-25.4pp |
| Employer contribution / active EE | $17,774 | $2,757+544.8% | $3,754+373.5% | $2,241+693.1% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $451 | $3,727-87.9% | $8,919-94.9% | $2,969-84.8% |