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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $65,487 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 26 4860 COLLEGE BLVD. STE 100 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $18,024 |
MATRIX TRUST COMPANY3+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $16,976 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $15,595 |
Service code 11 · EIN 13-3689044 | Actuarial | $11,170 |
WILSON-MCSHANE CORPORATION3+ years Service code 10 · EIN 41-0956552 | Accounting | $5,895 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,635 | $81,537+127.7% | $149,721+24.0% | $69,634+166.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 15.81% | 22.79%-7.0pp | 1501.67%-1485.9pp | 27572.26%-27556.4pp |
| Employer contribution / active EE | $11,081 | $3,239+242.1% | $5,444+103.5% | $2,032+445.3% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $232 | $107+116.8% | $11,282-97.9% | $110+109.7% |