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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $25,580 |
Service code 19 · EIN 13-3689044 | Securities Custodian | $22,950 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $16,185 |
MATRIX TRUST COMPANY5+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $7,553 |
WILSON-MCSHANE CORPORATION5+ years Service code 10 · EIN 41-0956552 | Accounting | $7,153 |
SAGEPOINT FINANCIAL INC3 years Filed as: RESOURCE INVESTMENT ADVISORS, INC. Service code 26 · EIN 43-1451524 | Advisory (Participants) | $6,827 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,705 | $63,114+138.8% | $92,916+62.2% | $65,188+131.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 20.52% | 28.75%-8.2pp | 109.45%-88.9pp | 29.38%-8.9pp |
| Employer contribution / active EE | $7,721 | $2,571+200.4% | $3,654+111.3% | $2,177+254.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $239 | $624-61.7% | $5,796-95.9% | $847-71.8% |