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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,129 | $80,674+88.6% | $119,126+27.7% | $64,340+136.4% |
| Participation rate | 99.5% | 55.2%+44.3pp | 75.8%+23.8pp | 55.2%+44.3pp |
| Annual return | 4.04% | 26.86%-22.8pp | 282.11%-278.1pp | 24.14%-20.1pp |
| Employer contribution / active EE | $17,774 | $2,564+593.2% | $4,034+340.7% | $1,862+854.8% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $451 | $4,559-90.1% | $10,693-95.8% | $3,703-87.8% |