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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 21 · EIN 91-0675641 | Bank Trustee | $88,755 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $31,494 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING LLC Service code 16 · EIN 59-3676225 | Consulting | $23,500 |
BENEFIT PLAN ADMINISTRATORS5+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 13 · EIN 39-1401001 | Contract Administrator | $20,146 |
MATRIX TRUST COMPANY3 years Service code 21 · EIN 75-3182674 | Bank Trustee | $12,118 |
FREYBERG HINKLE ET AL5+ years Service code 10 · EIN 39-1531945 | Accounting | $11,900 |
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 | $39,473 | $66,601-40.7% | $92,893-57.5% | $67,579-41.6% |
| Participation rate | 96.9% | 72.5%+24.4pp | 76.0%+20.9pp | 71.3%+25.6pp |
| Annual return | 23.75% | 92.58%-68.8pp | 109.41%-85.7pp | 378.56%-354.8pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,957 | $3,157+25.4% | $4,236-6.6% | $3,539+11.8% |
| Admin fee / account holder | $203 | $199+2.2% | $5,794-96.5% | $142+42.9% |