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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $38,175 |
12 CHESTNUT HILL, LLC1 year Service code 16 · EIN 82-3643593 | Consulting | $14,381 |
Service code 10 · EIN 16-1148763 | Accounting | $14,260 |
SCHULTE ROTH & ZABEL LLP1 year Filed as: SCHULTE, ROTH & ZABEL Service code 10 · EIN 13-2633996 | Accounting | $7,930 |
Filed as: MASTERPOLE-MURPHY AGENCY, INC. Service code 23 · EIN 16-0969165 | Insurance services | $6,156 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,167 | $55,449+95.1% | $83,830+29.0% | $56,287+92.2% |
| Participation rate | 94.8% | 68.0%+26.8pp | 76.1%+18.7pp | 69.9%+25.0pp |
| Annual return | -4.55% | -1.38%-3.2pp | 850.97%-855.5pp | -9.96%+5.4pp |
| Employer contribution / active EE | $8,850 | $2,430+264.1% | $3,631+143.7% | $2,111+319.2% |
| Participant deferral / active EE | $485 | $2,935-83.5% | $4,082-88.1% | $3,350-85.5% |
| Admin fee / account holder | $355 | $656-45.9% | $5,479-93.5% | $521-31.8% |