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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $77,912 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $54,579 |
Service code 13 · EIN 42-1426202 | Contract Administrator | $33,916 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $31,990 |
MATRIX TRUST COMPANY3 years Filed as: BROADRIDGE FINANCIAL SOLUTIONS, INC Service code 21 5 DAKOTA DRIVE · LAKE SUCCESS, NY 11042 | Bank Trustee | $23,631 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $23,400 |
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 | $272,571 | $78,275+248.2% | $109,188+149.6% | $86,821+213.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 15.40% | 19.14%-3.7pp | 25.76%-10.4pp | 97.94%-82.5pp |
| Employer contribution / active EE | $14,047 | $3,105+352.4% | $3,723+277.3% | $2,406+483.8% |
| Participant deferral / active EE | $1,511 | $3,641-58.5% | $4,654-67.5% | $4,132-63.4% |
| Admin fee / account holder | $302 | $198+52.2% | $6,755-95.5% | $170+78.1% |