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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $88,627 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $80,066 |
EMPLOYEE GROUP SERVICES LTD DBA AUX10+ years Service code 13 · EIN 42-1426202 | Contract Administrator | $36,896 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $32,200 |
CLIFTONLARSONALLEN LLP7 years Service code 10 · EIN 41-0746749 | Accounting | $26,140 |
MATRIX TRUST COMPANY6 years Filed as: BROADRIDGE FINANCIAL SOLUTIONS, INC Service code 21 5 DAKOTA DRIVE · LAKE SUCCESS, NY 11042 | Bank Trustee | $24,612 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,660 | $83,023+199.5% | $102,437+142.7% | $77,762+219.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 11.56% | 19.12%-7.6pp | 24.95%-13.4pp | 31.27%-19.7pp |
| Employer contribution / active EE | $13,993 | $3,552+293.9% | $3,871+261.5% | $2,728+412.9% |
| Participant deferral / active EE | $1,295 | $4,110-68.5% | $5,060-74.4% | $4,651-72.1% |
| Admin fee / account holder | $306 | $639-52.1% | $8,388-96.4% | $433-29.3% |