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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $86,847 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART, BOERNER, VAN DUREN Service code 29 · EIN 39-1126909 | Legal | $40,516 |
MATRIX TRUST COMPANY7+ years Service code 21 · EIN 75-3182674 717 17TH ST SUITE 1300 · DENVER, CO 80202 | Bank Trustee | $33,326 |
Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,737 |
BAUMAN ASSOCIATES7+ years Service code 10 · EIN 39-1277627 | Accounting | $18,465 |
WILSON-MCSHANE CORPORATION7+ years Filed as: WILSON-MCSHANE Service code 10 · EIN 41-0956552 | Accounting | $12,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,786 | $88,770-5.6% | $109,188-23.3% | $93,010-9.9% |
| Participation rate | 69.0% | 81.5%-12.5pp | 75.9%-6.9pp | 73.9%-4.9pp |
| Annual return | 11.42% | 60.64%-49.2pp | 25.76%-14.3pp | 158.70%-147.3pp |
| Employer contribution / active EE | $2,939 | $3,780-22.2% | $3,723-21.1% | $2,705+8.6% |
| Participant deferral / active EE | $1,124 | $3,630-69.0% | $4,654-75.8% | $4,561-75.3% |
| Admin fee / account holder | $218 | $172+26.5% | $6,755-96.8% | $152+43.7% |