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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $251,985 |
WILLIAM C. EARHART CO., INC.10+ years Service code 13 · EIN 93-0509592 | Contract Administrator | $68,346 |
WEINBERG, ROGER & ROSENFELD10+ years Service code 29 · EIN 94-2458080 | Legal | $22,168 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $19,521 |
NEPC, LLC10+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $15,475 |
MATRIX TRUST COMPANY10+ years Filed as: BROADRIDGE MATRIX TRUST CO. Service code 15 · EIN 75-3182674 | Recordkeeping | $11,365 |
Filed as: OLT ADMIN, LLC Service code 49 · EIN 93-6075363 | Other Services | $8,815 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,359 | $241,850-98.2% | $102,437-95.7% | $200,096-97.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 6.80% | 17.67%-10.9pp | 24.95%-18.1pp | 34.26%-27.5pp |
| Employer contribution / active EE | $450 | $4,253-89.4% | $3,871-88.4% | $3,038-85.2% |
| Participant deferral / active EE | $184 | $3,961-95.4% | $5,060-96.4% | $5,090-96.4% |
| Admin fee / account holder | $84 | $288-70.8% | $8,388-99.0% | $269-68.7% |