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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $34,351 |
Service code 19 · EIN 13-3689044 | Securities Custodian | $19,748 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $15,329 |
MATRIX TRUST COMPANY7+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $9,271 |
WILSON-MCSHANE CORPORATION7+ years Service code 10 · EIN 41-0956552 | Accounting | $8,423 |
SAGEPOINT FINANCIAL INC5 years Filed as: RESOURCE INVESTMENT ADVISORS, INC. Service code 26 · EIN 43-1451524 | Advisory (Participants) | $7,399 |
ANDREW FAIR, ESQ.1 year Filed as: ANDREW, BRANSKY AND POOLE PA Service code 29 · EIN 41-1502219 | Legal | $5,107 |
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 | $184,309 | $77,683+137.3% | $109,191+68.8% | $79,395+132.1% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 11.48% | 23.45%-12.0pp | 25.76%-14.3pp | 116.90%-105.4pp |
| Employer contribution / active EE | $9,497 | $2,798+239.4% | $3,723+155.1% | $2,428+291.2% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $268 | $732-63.4% | $6,756-96.0% | $626-57.1% |