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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $63,785 |
Service code 11 · EIN 13-3689044 | Actuarial | $36,544 |
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $19,658 |
MATRIX TRUST COMPANY4+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $19,324 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $15,855 |
WILSON-MCSHANE CORPORATION4+ years Service code 10 · EIN 41-0956552 | Accounting | $5,716 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,484 | $80,005+85.6% | $140,019+6.0% | $55,727+166.4% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -3.90% | 0.46%-4.4pp | 651.19%-655.1pp | 244.94%-248.8pp |
| Employer contribution / active EE | $11,189 | $3,403+228.8% | $5,605+99.6% | $2,078+438.4% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $231 | $116+99.8% | $10,705-97.8% | $115+100.7% |