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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.8+ years Service code 28 · EIN 39-1346018 | Investment Management | $194,839 |
BENESYS, INC.7 years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 | Plan Administrator | $151,375 |
CHRISTENSEN, JAMES & MARTIN6 years Filed as: CHRISTENSEN JAMES & MARTIN, CHTD. Service code 29 · EIN 88-0330040 | Legal | $118,006 |
RUBINBROWN LLP6 years Service code 10 · EIN 43-0765316 | Accounting | $44,889 |
ALSWEET ASSOCIATES8+ years Service code 10 · EIN 95-2766134 | Accounting | $34,080 |
MMA SECURITIES LLC4 years Filed as: MARSH AND MCLENNAN AGENCY, LLP Service code 22 · EIN 36-1436000 | Insurance Broker | $14,158 |
MILLIMAN, INC.4 years Filed as: MILLIMAN ADVISORS, LLC Service code 17 · EIN 91-0675641 | Pension Consulting | $6,993 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $6,993 |
Filed as: WOHLNER KAPLON CUTLER HALFORD ROSEN Service code 29 · EIN 83-2856417 | Legal | $5,341 |
BMO HARRIS BANK NA5 years Service code 19 · EIN 36-2085229 | Securities Custodian | $5,149 |
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 | $12,090 | $76,774-84.3% | $112,263-89.2% | $77,906-84.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -11.36% | -10.25%-1.1pp | 27.49%-38.9pp | 12.16%-23.5pp |
| Employer contribution / active EE | $3,203 | $3,977-19.5% | $3,636-11.9% | $2,846+12.5% |
| Participant deferral / active EE | $82 | $3,778-97.8% | $4,729-98.3% | $4,805-98.3% |
| Admin fee / account holder | $89 | $239-62.9% | $6,410-98.6% | $133-33.2% |