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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $35,695 |
Service code 19 · EIN 13-3689044 | Securities Custodian | $18,180 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $16,032 |
MATRIX TRUST COMPANY8+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $8,250 |
WILSON-MCSHANE CORPORATION8+ years Service code 10 · EIN 41-0956552 | Accounting | $7,637 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $6,329 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,077 | $64,185+122.9% | $112,270+27.4% | $66,954+113.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -17.71% | -13.78%-3.9pp | 27.49%-45.2pp | 1.57%-19.3pp |
| Employer contribution / active EE | $7,927 | $2,998+164.4% | $3,635+118.0% | $2,545+211.5% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $257 | $626-59.0% | $6,411-96.0% | $594-56.7% |