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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 13 · EIN 91-0675641 | Contract Administrator | $138,490 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $114,573 |
Filed as: INVESTMENT CONSULTING SERVICES, LLP Service code 27 · EIN 32-0016703 | Advisory (Plan) | $41,400 |
COHEN & STEERS5+ years Filed as: COHEN WEISS & SIMON Service code 29 · EIN 13-1592323 | Legal | $32,801 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $28,452 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $21,140 |
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.
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 | $38,803 | $66,051-41.3% | $92,909-58.2% | $77,775-50.1% |
| Participation rate | 88.6% | 81.0%+7.6pp | 76.0%+12.6pp | 73.2%+15.4pp |
| Annual return | 9.92% | 20.69%-10.8pp | 109.44%-99.5pp | 32.58%-22.7pp |
| Employer contribution / active EE | $2,201 | $3,426-35.7% | $3,653-39.8% | $2,504-12.1% |
| Participant deferral / active EE | $2,946 | $3,013-2.2% | $4,238-30.5% | $3,966-25.7% |
| Admin fee / account holder | $435 | $148+194.2% | $5,795-92.5% | $100+334.5% |