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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $76,191 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART, BOERNER, VAN DUREN Service code 29 · EIN 39-1126909 | Legal | $36,447 |
Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,688 |
MATRIX TRUST COMPANY2+ years Service code 21 · EIN 75-3182674 717 17TH ST SUITE 1300 · DENVER, CO 80202 | Bank Trustee | $21,504 |
ANDERSON AGENCY2+ years Filed as: ANDERSON INSURANCE & INVESTMENT Service code 23 · EIN 41-0125290 | Insurance services | $14,564 |
WILSON-MCSHANE CORPORATION2+ years Filed as: WILSON-MCSHANE Service code 10 · EIN 41-0956552 | Accounting | $12,244 |
BAUMAN ASSOCIATES2+ years Service code 10 · EIN 39-1277627 | Accounting | $9,505 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,172 | $57,921-8.2% | $84,753-37.3% | $57,658-7.8% |
| Participation rate | 99.0% | 72.9%+26.1pp | 76.6%+22.4pp | 70.2%+28.8pp |
| Annual return | 7.16% | 10.24%-3.1pp | 22.78%-15.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,554 | $2,598-1.7% | $3,574-28.5% | $1,974+29.4% |
| Participant deferral / active EE | $1,313 | $2,742-52.1% | $3,712-64.6% | $3,061-57.1% |
| Admin fee / account holder | $202 | $130+55.9% | $5,333-96.2% | $95+113.9% |