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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $105,730 |
Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $41,549 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 26 · EIN 13-2646110 | Advisory (Participants) | $40,000 |
WILSON-MCSHANE CORPORATION6+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $35,014 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $26,592 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $12,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,425 | $105,190-43.5% | $98,920-39.9% | $90,274-34.2% |
| Participation rate | 93.4% | 86.4%+7.1pp | 76.0%+17.4pp | 73.4%+20.1pp |
| Annual return | 13.12% | 18.52%-5.4pp | 196.47%-183.4pp | 53.97%-40.9pp |
| Employer contribution / active EE | $3,047 | $3,831-20.5% | $2,689+13.3% | $2,523+20.7% |
| Participant deferral / active EE | $0 | $5,616-100.0% | $4,245-100.0% | $4,231-100.0% |
| Admin fee / account holder | $212 | $97+117.6% | $6,643-96.8% | $114+85.7% |