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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 13 · EIN 91-0675641 | Contract Administrator | $140,076 |
INVESCO5 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $119,116 |
Filed as: INVESTMENT CONSULTING SERVICES, LLP Service code 27 · EIN 32-0016703 | Advisory (Plan) | $42,800 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $33,500 |
COHEN & STEERS8+ years Filed as: COHEN WEISS & SIMON Service code 29 · EIN 13-1592323 | Legal | $33,004 |
MATRIX TRUST COMPANY6 years Service code 19 · EIN 75-3182674 | Securities Custodian | $20,353 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,735 | $76,774-49.5% | $112,249-65.5% | $77,906-50.3% |
| Participation rate | 93.9% | 80.2%+13.7pp | 75.1%+18.8pp | 73.7%+20.2pp |
| Annual return | -9.18% | -10.25%+1.1pp | 27.48%-36.7pp | 12.16%-21.3pp |
| Employer contribution / active EE | $2,694 | $3,977-32.2% | $3,636-25.9% | $2,846-5.3% |
| Participant deferral / active EE | $3,666 | $3,778-3.0% | $4,729-22.5% | $4,805-23.7% |
| Admin fee / account holder | $356 | $239+48.8% | $6,412-94.5% | $133+168.1% |