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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 15 1120 SOUTH 101ST STREET, SUITE 400 · OMAHA, NE 68124 | Recordkeeping | $118,538 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB ALLEGIANCE INVESTMENTS, LLC Service code 28 · EIN 52-6257033 | Investment Management | $113,000 |
ARNOLD & KADJAN6+ years Filed as: ARNOLD, NEWBOLD, WINTER, JACKSON,PC Service code 29 · EIN 43-1174269 | Legal | $61,683 |
MARCO CONSULTING GROUP6+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $41,182 |
LWBJ, LLP6+ years Service code 10 · EIN 42-1462849 | Accounting | $25,000 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $21,683 |
MATRIX TRUST COMPANY2 years Service code 28 717 17TH ST, SUITE 1300 · DENVER, CO 80202 | Investment Management | $18,776 |
COMERICA BANK6+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $16,096 |
EMPLOYEE FRINGES AUDIT COMPANY6+ years Service code 10 · EIN 42-1122328 | Accounting | $13,125 |
WILSON-MCSHANE CORPORATION4 years Service code 14 3001 METRO DRIVE, STE 500 · BLOOMINGTON, MN 55425 | Plan Administrator | $6,000 |
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 | $46,519 | $110,699-58.0% | $177,839-73.8% | $90,274-48.5% |
| Participation rate | 95.6% | 88.3%+7.2pp | 87.7%+7.8pp | 73.4%+22.2pp |
| Annual return | 8.37% | 22.79%-14.4pp | 48.33%-40.0pp | 53.97%-45.6pp |
| Employer contribution / active EE | $1,876 | $4,118-54.5% | $5,919-68.3% | $2,523-25.7% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $205 | $90+127.6% | $12,432-98.4% | $114+79.6% |