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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8 years Filed as: MILLIMAN Service code 13 · EIN 91-0675641 | Contract Administrator | $141,551 |
INVESCO7 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $121,041 |
COHEN & STEERS10+ years Filed as: COHEN WEISS & SIMON Service code 29 · EIN 13-1592323 | Legal | $103,333 |
Filed as: INVESTMENT CONSULTING SERVICES, LLP Service code 27 · EIN 32-0016703 | Advisory (Plan) | $42,800 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $33,708 |
MATRIX TRUST COMPANY8 years Service code 19 · EIN 75-3182674 | Securities Custodian | $21,554 |
THE SEGAL COMPANY1 year Filed as: SEGAL Service code 70 · EIN 13-1835864 | Consulting Fees | $13,772 |
MEGHAN LEFSYK1 year Filed as: MEGHAN BRODOWSKI Service code 14 · EIN 13-1931288 | Plan Administrator | $5,111 |
KRISTI FENNELL1 year Service code 30 · EIN 13-1931288 | Employee (plan) | $5,010 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,754 | $241,850-79.4% | $102,437-51.4% | $200,096-75.1% |
| Participation rate | 88.8% | 78.3%+10.5pp | 74.5%+14.3pp | 72.0%+16.8pp |
| Annual return | 8.41% | 17.67%-9.3pp | 24.95%-16.5pp | 34.26%-25.9pp |
| Employer contribution / active EE | $2,647 | $4,253-37.7% | $3,871-31.6% | $3,038-12.8% |
| Participant deferral / active EE | $2,656 | $3,961-33.0% | $5,060-47.5% | $5,090-47.8% |
| Admin fee / account holder | $264 | $288-8.4% | $8,388-96.9% | $269-2.1% |