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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $26,319 |
Service code 19 · EIN 13-3689044 | Securities Custodian | $21,954 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $15,300 |
MATRIX TRUST COMPANY6+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $7,721 |
SAGEPOINT FINANCIAL INC4 years Filed as: RESOURCE INVESTMENT ADVISORS, INC. Service code 26 · EIN 43-1451524 | Advisory (Participants) | $7,306 |
WILSON-MCSHANE CORPORATION6+ years Service code 10 · EIN 41-0956552 | Accounting | $6,973 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,668 | $69,383+144.5% | $101,275+67.5% | $73,501+130.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 16.15% | 18.46%-2.3pp | 46.46%-30.3pp | 28.51%-12.4pp |
| Employer contribution / active EE | $6,921 | $2,628+163.3% | $3,660+89.1% | $2,270+204.9% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $252 | $704-64.2% | $5,948-95.8% | $513-50.9% |