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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.3+ years Service code 28 · EIN 39-1346018 | Investment Management | $112,714 |
BENESYS, INC.2 years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 | Plan Administrator | $92,891 |
Filed as: CHRISTENSEN JAMES & MARTIN, CHTD. Service code 29 · EIN 88-0330040 | Legal | $69,735 |
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $35,462 |
MILLIMAN, INC.3+ years Service code 17 · EIN 91-0675641 | Pension Consulting | $12,363 |
ALSWEET ASSOCIATES3+ years Service code 10 · EIN 95-2766134 | Accounting | $11,700 |
Filed as: STEWART, ARCHIBALD AND BARNEY, LLP Service code 10 · EIN 88-0382649 | Accounting | $9,156 |
MMA SECURITIES LLC1 year Filed as: MARSH AND MCLENNAN AGENCY, LLC Service code 22 · EIN 36-1436000 | Insurance Broker | $6,474 |
Participant contribution per participant 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 | $9,282 | $221,442-95.8% | $92,240-89.9% | $77,958-88.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 11.04% | 15.65%-4.6pp | 176.29%-165.3pp | 20.87%-9.8pp |
| Employer contribution / active EE | $3,484 | $3,226+8.0% | $3,680-5.3% | $2,310+50.8% |
| Participant deferral / active EE | $70 | $2,779-97.5% | $3,897-98.2% | $3,537-98.0% |
| Admin fee / account holder | $74 | $210-64.9% | $5,194-98.6% | $97-24.5% |