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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $81,969 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $58,460 |
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $31,360 |
Service code 13 · EIN 42-1426202 | Contract Administrator | $25,043 |
MATRIX TRUST COMPANY2 years Filed as: BROADRIDGE FINANCIAL SOLUTIONS, INC Service code 21 5 DAKOTA DRIVE · LAKE SUCCESS, NY 11042 | Bank Trustee | $21,958 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $19,281 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,665 | $91,517+175.0% | $101,275+148.5% | $73,412+242.8% |
| Participation rate | 99.7% | 73.8%+25.9pp | 75.8%+23.9pp | 72.2%+27.5pp |
| Annual return | 15.30% | 17.17%-1.9pp | 46.48%-31.2pp | 59.30%-44.0pp |
| Employer contribution / active EE | $13,997 | $2,877+386.6% | $3,660+282.4% | $2,234+526.6% |
| Participant deferral / active EE | $1,399 | $3,338-58.1% | $4,371-68.0% | $3,806-63.2% |
| Admin fee / account holder | $307 | $216+42.2% | $5,948-94.8% | $158+94.5% |