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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 13 · EIN 91-0675641 | Contract Administrator | $128,367 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $110,402 |
Filed as: INVESTMENT CONSULTING SERVICES, LLP Service code 27 · EIN 32-0016703 | Advisory (Plan) | $40,000 |
COHEN & STEERS4+ years Filed as: COHEN WEISS & SIMON Service code 29 · EIN 13-1592323 | Legal | $27,967 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $26,970 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $20,138 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,239 | $60,396-48.3% | $83,831-62.7% | $75,289-58.5% |
| Participation rate | 77.5% | 80.7%-3.3pp | 76.1%+1.3pp | 72.4%+5.0pp |
| Annual return | -2.35% | 3.84%-6.2pp | 850.99%-853.3pp | -0.04%-2.3pp |
| Employer contribution / active EE | $2,515 | $3,343-24.8% | $3,631-30.7% | $2,405+4.6% |
| Participant deferral / active EE | $2,154 | $2,922-26.3% | $4,082-47.2% | $3,739-42.4% |
| Admin fee / account holder | $406 | $141+187.4% | $5,479-92.6% | $102+296.8% |