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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 54 · EIN 91-0675641 | Sales Loads | $212,467 |
BENEFITS MANAGEMENT GROUP, INC.9+ years Service code 13 · EIN 20-0188125 625 ENTERPRISE DRIVE · OAK BROOK, IL 60523 | Contract Administrator | $161,448 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $155,916 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $115,257 |
REINHART BOERNER VAN DEUREN S.C.9+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $90,848 |
BENTALLGREENOAK2 years Service code 28 · EIN 83-6177544 | Investment Management | $87,521 |
SEGALL BRYANT & HAMILL9+ years Service code 28 · EIN 41-1788385 | Investment Management | $76,558 |
IFM INVESTORS PTY LTD2 years Filed as: IFM GLOBAL INFRASTRUCTURE, L.P. Service code 28 1209 ORANGE STREET · WILMINGTON, DE 19801 | Investment Management | $67,779 |
INCOME RESEARCH & MANAGEMENT9+ years Service code 28 · EIN 04-2955404 | Investment Management | $66,493 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,692 | $241,850-65.4% | $102,437-18.3% | $200,096-58.2% |
| Participation rate | 88.3% | 78.3%+9.9pp | 74.5%+13.8pp | 72.0%+16.2pp |
| Annual return | 9.85% | 17.67%-7.8pp | 24.95%-15.1pp | 34.26%-24.4pp |
| Employer contribution / active EE | $6,453 | $4,253+51.7% | $3,871+66.7% | $3,038+112.4% |
| Participant deferral / active EE | $150 | $3,961-96.2% | $5,060-97.0% | $5,090-97.1% |
| Admin fee / account holder | $322 | $288+11.7% | $8,388-96.2% | $269+19.5% |