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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $101,158 |
Service code 19 · EIN 13-3689044 | Securities Custodian | $42,725 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $17,828 |
MATRIX TRUST COMPANY9+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $17,484 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $16,035 |
WILSON-MCSHANE CORPORATION9+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $7,490 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,944 | $93,010+93.5% | $96,543+86.4% | $74,478+141.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 15.50% | 37.50%-22.0pp | 35.75%-20.2pp | 34.37%-18.9pp |
| Employer contribution / active EE | $12,683 | $3,427+270.1% | $3,741+239.1% | $2,637+381.0% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $228 | $633-64.0% | $6,737-96.6% | $347-34.3% |