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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 54 · EIN 91-0675641 | Sales Loads | $185,398 |
BENEFITS MANAGEMENT GROUP, INC.5+ years Service code 13 · EIN 20-0188125 1520 KENSINGTON ROAD, SUITE 200 · OAK BROOK, IL 60523 | Contract Administrator | $149,361 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $131,466 |
ULLICO5+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $97,203 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $73,749 |
SEGALL BRYANT & HAMILL5+ years Service code 28 · EIN 41-1788385 | Investment Management | $60,345 |
INCOME RESEARCH & MANAGEMENT5+ years Service code 28 · EIN 04-2955404 | Investment Management | $53,558 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
MATRIX TRUST COMPANY2 years Service code 21 · EIN 75-3182674 | Bank Trustee | $29,376 |
SIKICH LLP1 year Filed as: SIKICH LLP. Service code 10 · EIN 36-3168081 | Accounting | $22,540 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,898 | $81,719+1.4% | $101,275-18.1% | $90,274-8.2% |
| Participation rate | 83.3% | 80.7%+2.6pp | 75.8%+7.5pp | 73.4%+9.9pp |
| Annual return | 9.47% | 337.64%-328.2pp | 46.46%-37.0pp | 53.97%-44.5pp |
| Employer contribution / active EE | $5,469 | $3,622+51.0% | $3,660+49.4% | $2,523+116.7% |
| Participant deferral / active EE | $55 | $3,310-98.3% | $4,370-98.7% | $4,231-98.7% |
| Admin fee / account holder | $317 | $162+95.9% | $5,948-94.7% | $114+178.0% |