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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $86,291 |
REINHART BOERNER VAN DEUREN S.C.9+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $74,573 |
Service code 13 · EIN 42-1426202 | Contract Administrator | $37,179 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $32,200 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $25,011 |
MATRIX TRUST COMPANY5 years Filed as: BROADRIDGE FINANCIAL SOLUTIONS, INC Service code 21 5 DAKOTA DRIVE · LAKE SUCCESS, NY 11042 | Bank Trustee | $24,229 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,856 | $93,010+153.6% | $96,538+144.3% | $74,473+216.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 17.83% | 37.50%-19.7pp | 35.74%-17.9pp | 34.36%-16.5pp |
| Employer contribution / active EE | $14,147 | $3,427+312.8% | $3,740+278.2% | $2,638+436.2% |
| Participant deferral / active EE | $1,435 | $3,971-63.9% | $4,880-70.6% | $4,530-68.3% |
| Admin fee / account holder | $311 | $633-50.9% | $6,737-95.4% | $347-10.4% |