Filed November 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS7 years Filed as: ROBERT W. BAIRD & CO., INC. Service code 16 · EIN 39-6037917 | Consulting | $109,324 |
FRANKLIN TEMPLETON4 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 28 230 PARK AVENUE, 12TH FLOOR · NEW YORK, NY 10169 | Investment Management | $8,434 |
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 | $148,950 | $92,828+60.5% | $269,529-44.7% | $92,828+60.5% |
| Participation rate | 100.0% | 67.3%+32.7pp | 82.8%+17.2pp | 67.3%+32.7pp |
| Annual return | 9.46% | 15.51%-6.1pp | -4.31%+13.8pp | 15.51%-6.1pp |
| Employer contribution / active EE | $18,573 | $3,462+436.4% | $8,701+113.5% | $3,462+436.4% |
| Participant deferral / active EE | $0 | $3,978-100.0% | $4,900-100.0% | $3,978-100.0% |
| Admin fee / account holder | $447 | $4,027-88.9% | $15,286-97.1% | $4,027-88.9% |