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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 13 · EIN 91-0675641 | Contract Administrator | $126,810 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $117,980 |
Filed as: INVESTMENT CONSULTING SERVICES, LLP Service code 27 · EIN 32-0016703 | Advisory (Plan) | $42,800 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $30,200 |
COHEN & STEERS6+ years Filed as: COHEN WEISS & SIMON Service code 29 · EIN 13-1592323 | Legal | $28,927 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $21,949 |
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 | $40,758 | $81,719-50.1% | $101,271-59.8% | $90,274-54.9% |
| Participation rate | 91.2% | 80.7%+10.4pp | 75.8%+15.4pp | 73.4%+17.8pp |
| Annual return | 7.18% | 337.64%-330.5pp | 46.48%-39.3pp | 53.97%-46.8pp |
| Employer contribution / active EE | $2,348 | $3,622-35.2% | $3,660-35.9% | $2,523-7.0% |
| Participant deferral / active EE | $3,329 | $3,310+0.6% | $4,371-23.8% | $4,231-21.3% |
| Admin fee / account holder | $385 | $162+137.5% | $5,948-93.5% | $114+237.2% |