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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $45,842 |
Service code 19 · EIN 13-3689044 | Securities Custodian | $17,968 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $16,035 |
WILSON-MCSHANE CORPORATION9+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $8,378 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $7,213 |
MATRIX TRUST COMPANY9+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $7,167 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,260 | $76,696+105.0% | $96,543+62.9% | $71,535+119.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 15.36% | 48.32%-33.0pp | 35.75%-20.4pp | 28.97%-13.6pp |
| Employer contribution / active EE | $10,680 | $3,032+252.3% | $3,741+185.5% | $2,590+312.4% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,292-100.0% |
| Admin fee / account holder | $249 | $2,030-87.7% | $6,737-96.3% | $1,589-84.3% |