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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $85,049 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART, BOERNER, VAN DUREN Service code 29 · EIN 39-1126909 | Legal | $35,162 |
Service code 27 · EIN 04-3046611 | Advisory (Plan) | $31,465 |
MATRIX TRUST COMPANY5+ years Service code 21 · EIN 75-3182674 717 17TH ST SUITE 1300 · DENVER, CO 80202 | Bank Trustee | $26,736 |
WILSON-MCSHANE CORPORATION5+ years Filed as: WILSON-MCSHANE Service code 10 · EIN 41-0956552 | Accounting | $12,594 |
BAUMAN ASSOCIATES5+ years Service code 10 · EIN 39-1277627 | Accounting | $9,505 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,646 | $66,051+3.9% | $92,893-26.1% | $77,787-11.8% |
| Participation rate | 94.4% | 81.0%+13.4pp | 76.0%+18.4pp | 73.2%+21.2pp |
| Annual return | 19.62% | 20.69%-1.1pp | 109.41%-89.8pp | 32.57%-13.0pp |
| Employer contribution / active EE | $3,890 | $3,426+13.6% | $3,653+6.5% | $2,504+55.3% |
| Participant deferral / active EE | $1,451 | $3,013-51.9% | $4,236-65.8% | $3,967-63.4% |
| Admin fee / account holder | $209 | $148+41.7% | $5,794-96.4% | $100+109.4% |