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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $25,861 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $14,915 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,686 |
WILSON-MCSHANE CORPORATION2+ years Service code 10 · EIN 41-0956552 | Accounting | $6,646 |
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $5,712 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,453 | $52,884+173.2% | $84,753+70.4% | $55,167+161.8% |
| Participation rate | 87.3% | 67.5%+19.8pp | 76.6%+10.7pp | 69.0%+18.3pp |
| Annual return | 6.63% | 18.03%-11.4pp | 22.78%-16.2pp | 169.23%-162.6pp |
| Employer contribution / active EE | $6,169 | $2,233+176.2% | $3,574+72.6% | $1,963+214.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $219 | $581-62.4% | $5,333-95.9% | $504-56.6% |