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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $77,640 |
Service code 19 · EIN 13-3689044 | Securities Custodian | $42,762 |
MATRIX TRUST COMPANY8+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $19,639 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $16,032 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $14,861 |
WILSON-MCSHANE CORPORATION8+ years Service code 10 · EIN 41-0956552 | Accounting | $8,814 |
ANDREW FAIR, ESQ.2 years Filed as: ANDREW, BRANSKY AND POOLE PA Service code 29 · EIN 41-1502219 | Legal | $8,140 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,832 | $106,236+51.4% | $112,270+43.3% | $64,829+148.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -18.17% | -6.02%-12.1pp | 27.49%-45.7pp | 32.85%-51.0pp |
| Employer contribution / active EE | $11,719 | $3,167+270.1% | $3,635+222.4% | $2,507+367.4% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,312-100.0% |
| Admin fee / account holder | $233 | $452-48.5% | $6,411-96.4% | $188+23.8% |