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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $218,953 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVS Service code 13 · EIN 51-6031295 | Contract Administrator | $37,497 |
JOHNSON & KROL, LLC9 years Service code 29 · EIN 36-4342024 | Legal | $36,640 |
Filed as: STRATEGIC CAPITAL INVEST ADVISORS Service code 16 · EIN 36-4268991 | Consulting | $22,700 |
Filed as: BRIDGEWAY SOFTWARE SOLUTIONS Service code 15 · EIN 52-1796473 | Recordkeeping | $15,867 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $10,074 |
Filed as: MACNELL ACCOUNTING & CONSULTING Service code 10 · EIN 30-0510353 | Accounting | $9,926 |
CALIBRE CPA GROUP PLLC8 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $5,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,187 | $55,694-65.5% | $81,882-76.6% | $200,096-90.4% |
| Participation rate | 100.0% | 62.7%+37.3pp | 72.4%+27.6pp | 72.0%+28.0pp |
| Annual return | 12.86% | 19.59%-6.7pp | 779.47%-766.6pp | 34.26%-21.4pp |
| Employer contribution / active EE | $371 | $2,114-82.5% | $2,916-87.3% | $3,038-87.8% |
| Participant deferral / active EE | $2,197 | $3,299-33.4% | $4,323-49.2% | $5,090-56.8% |
| Admin fee / account holder | $110 | $348-68.4% | $7,360-98.5% | $269-59.2% |