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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $44,097 |
Service code 19 · EIN 13-3689044 | Securities Custodian | $17,696 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $16,438 |
WILSON-MCSHANE CORPORATION10+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $7,889 |
MATRIX TRUST COMPANY10+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $7,754 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $6,753 |
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 | $168,706 | $80,781+108.8% | $102,437+64.7% | $74,478+126.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 10.56% | 27.58%-17.0pp | 24.95%-14.4pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $10,046 | $3,160+217.9% | $3,871+159.5% | $2,626+282.5% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $257 | $2,372-89.2% | $8,388-96.9% | $1,946-86.8% |