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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY2+ years Service code 21 · EIN 43-0995254 | Bank Trustee | $42,565 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $15,360 |
WILLIAMS KEEPERS LLC1 year Filed as: WILLIAMS-KEEPERS, LLC Service code 10 · EIN 43-1126847 | Accounting | $10,100 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 12.93% | 16.85%-3.9pp | 5.44%+7.5pp | 11.88%+1.1pp |
| Employer contribution / active EE | $9,028 | $10,313-12.5% | $25,481-64.6% | $14,612-38.2% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |