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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,950 | $71,370+108.7% | $246,525-39.6% | $71,370+108.7% |
| Participation rate | 100.0% | 55.1%+44.9pp | 82.0%+18.0pp | 55.1%+44.9pp |
| Annual return | 9.46% | 15.87%-6.4pp | 0.46%+9.0pp | 15.87%-6.4pp |
| Employer contribution / active EE | $18,573 | $1,874+890.9% | $7,467+148.7% | $1,874+890.9% |
| Participant deferral / active EE | $0 | $2,656-100.0% | $5,422-100.0% | $2,656-100.0% |
| Admin fee / account holder | $447 | $6,050-92.6% | $16,551-97.3% | $6,050-92.6% |