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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 13 · EIN 91-0675641 | Contract Administrator | $151,015 |
INVESCO6 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $120,341 |
Filed as: INVESTMENT CONSULTING SERVICES, LLP Service code 27 · EIN 32-0016703 | Advisory (Plan) | $42,800 |
COHEN & STEERS9+ years Filed as: COHEN WEISS & SIMON Service code 29 · EIN 13-1592323 | Legal | $40,986 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $36,821 |
MATRIX TRUST COMPANY7 years Service code 19 · EIN 75-3182674 | Securities Custodian | $21,800 |
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 | $44,170 | $88,479-50.1% | $96,515-54.2% | $80,157-44.9% |
| Participation rate | 95.0% | 79.9%+15.1pp | 74.3%+20.6pp | 72.9%+22.1pp |
| Annual return | 10.42% | 22.53%-12.1pp | 35.73%-25.3pp | 40.39%-30.0pp |
| Employer contribution / active EE | $3,341 | $4,177-20.0% | $3,740-10.7% | $2,977+12.2% |
| Participant deferral / active EE | $3,068 | $3,961-22.5% | $4,880-37.1% | $5,015-38.8% |
| Admin fee / account holder | $234 | $211+10.5% | $6,735-96.5% | $145+61.1% |