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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 15 | Recordkeeping | $101,240 |
ASB CAPITAL MANAGEMENT8 years Filed as: ASB ALLEGIANCE INVESTMENTS, LLC Service code 28 · EIN 52-6257033 | Investment Management | $84,500 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,917 |
ARNOLD & KADJAN10+ years Filed as: ARNOLD, NEWBOLD, WINTER, JACKSON,PC Service code 29 · EIN 43-1174269 | Legal | $37,178 |
COMERICA BANK10+ years Filed as: COMERICA Service code 28 · EIN 42-1741646 | Investment Management | $29,831 |
MATRIX TRUST COMPANY6 years Service code 19 717 17TH STREET, STE 1300 · DENVER, CO 80202 | Securities Custodian | $18,880 |
DEBOER & ASSOCIATES, PC3 years Service code 10 · EIN 47-0836395 | Accounting | $15,500 |
WILSON-MCSHANE CORPORATION8 years Service code 14 · EIN 41-0956552 | Plan Administrator | $12,459 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $0 |
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 | $56,894 | $241,850-76.5% | $102,437-44.5% | $200,096-71.6% |
| Participation rate | 99.0% | 78.3%+20.7pp | 74.5%+24.5pp | 72.0%+27.0pp |
| Annual return | 8.18% | 17.67%-9.5pp | 24.95%-16.8pp | 34.26%-26.1pp |
| Employer contribution / active EE | $5,390 | $4,253+26.7% | $3,871+39.2% | $3,038+77.4% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $166 | $288-42.4% | $8,388-98.0% | $269-38.3% |