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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 ONE PENNSYLVANIA PLAZA · NEW YORK, NY 10119 | Actuarial | $88,690 |
Service code 29 · EIN 22-2353673 100 NASSAU PARK BLVD · PRINCETON, NJ 08543 | Legal | $9,375 |
MSPC9+ years Service code 10 · EIN 22-2951202 | Accounting | $7,750 |
Service code 50 · EIN 22-3391720 | Direct Payment | $6,663 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $6,508 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $325,553-100.0% | $325,553-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 43.7%-43.7pp |
| Annual return | 15.86% | 9.11%+6.8pp | 9.14%+6.7pp | 13.05%+2.8pp |
| Employer contribution / active EE | $10,597 | $46,886-77.4% | $40,523-73.9% | $37,652-71.9% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,365-100.0% |