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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $24,569 |
Service code 11 · EIN 13-3689044 | Actuarial | $17,314 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $15,855 |
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVISORS, INC. Service code 26 · EIN 43-1451524 | Advisory (Participants) | $7,510 |
MATRIX TRUST COMPANY4+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $7,358 |
WILSON-MCSHANE CORPORATION4+ years Service code 10 · EIN 41-0956552 | Accounting | $6,406 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,955 | $55,449+150.6% | $83,831+65.8% | $56,289+146.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -3.80% | -1.38%-2.4pp | 850.99%-854.8pp | -9.96%+6.2pp |
| Employer contribution / active EE | $8,359 | $2,430+243.9% | $3,631+130.2% | $2,111+295.9% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $258 | $656-60.7% | $5,479-95.3% | $521-50.6% |