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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $76,233 |
Service code 19 · EIN 13-3689044 | Securities Custodian | $44,338 |
MATRIX TRUST COMPANY7+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $24,035 |
SAGEPOINT FINANCIAL INC5 years Filed as: RESOURCE INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $18,314 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $15,329 |
WILSON-MCSHANE CORPORATION7+ years Service code 10 · EIN 41-0956552 | Accounting | $7,398 |
ANDREW FAIR, ESQ.1 year Filed as: ANDREW, BRANSKY AND POOLE PA Service code 29 · EIN 41-1502219 | Legal | $5,725 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,248 | $78,275+160.9% | $109,191+87.1% | $86,828+135.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 12.24% | 19.14%-6.9pp | 25.76%-13.5pp | 97.95%-85.7pp |
| Employer contribution / active EE | $11,650 | $3,105+275.2% | $3,723+212.9% | $2,406+384.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,132-100.0% |
| Admin fee / account holder | $234 | $198+17.9% | $6,756-96.5% | $170+38.0% |