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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN BENEFITS Service code 64 · EIN 91-0675641 8500 NORMANDALE LAKE BLVD · MINNEAPOLIS, MN 55437 | Recordkeeping Fees | $32,638 |
RBC WEALTH MANAGEMENT1+ years Service code 26 · EIN 41-1416330 60 S 6TH ST · MINNEAPOLIS, MN 55303 | Advisory (Participants) | $22,000 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 3001 METRO DR. STE 500 · BLOOMINGTON, MN 55425 | Contract Administrator | $21,785 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST COMPANY D/B/A MATRIX TRUST Service code 19 · EIN 75-3182674 717 17TH ST, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $19,355 |
Service code 29 · EIN 41-1654544 800 NICOLLET MALL 2600 · MINNEAPOLIS, MN 55402 | Legal | $14,198 |
Service code 10 · EIN 41-0738189 170 7TH PLACE EAST · ST. PAUL, MN 55101 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $179,849 | $52,884+240.1% | $84,751+112.2% | $55,167+226.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -0.97% | 18.03%-19.0pp | 22.78%-23.8pp | 169.23%-170.2pp |
| Employer contribution / active EE | $10,737 | $2,233+380.7% | $3,574+200.4% | $1,963+447.1% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $688 | $581+18.4% | $5,333-87.1% | $504+36.5% |