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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $99,861 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 26 · EIN 13-2646110 | Advisory (Participants) | $40,000 |
WILSON-MCSHANE CORPORATION2+ years Service code 10 · EIN 41-0956552 | Accounting | $34,981 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST COMPANY D/B/A MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $22,130 |
LEONARD, O'BRIEN, SPENCER, GALE2+ years Service code 29 · EIN 41-0956652 | Legal | $15,092 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $10,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,800 | $80,354-46.7% | $133,975-68.1% | $63,975-33.1% |
| Participation rate | 89.8% | 87.5%+2.3pp | 87.1%+2.7pp | 71.1%+18.7pp |
| Annual return | 3.75% | 13.11%-9.4pp | 29.29%-25.5pp | 48.65%-44.9pp |
| Employer contribution / active EE | $2,394 | $3,503-31.7% | $5,211-54.1% | $2,182+9.7% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $208 | $69+200.1% | $9,324-97.8% | $70+195.3% |