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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $109,060 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 26 · EIN 13-2646110 | Advisory (Participants) | $40,000 |
WILSON-MCSHANE CORPORATION7+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $36,660 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $31,065 |
Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $21,389 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $13,000 |
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 | $62,014 | $114,195-45.7% | $106,551-41.8% | $93,010-33.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.1%+23.9pp | 73.9%+26.1pp |
| Annual return | 11.41% | 22.18%-10.8pp | 26.80%-15.4pp | 158.70%-147.3pp |
| Employer contribution / active EE | $3,465 | $4,009-13.6% | $2,819+22.9% | $2,705+28.1% |
| Participant deferral / active EE | $0 | $5,908-100.0% | $4,398-100.0% | $4,561-100.0% |
| Admin fee / account holder | $202 | $105+92.9% | $7,408-97.3% | $152+33.2% |