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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $132,827 |
JOHNSON & KROL, LLC2 years Service code 29 · EIN 36-4342024 | Legal | $8,222 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $7,581 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 19615 S. LAGRANGE ROAD · MOKENA, IL 60448 | Accounting | $5,000 |
FRANCZEK RADELET P.C.2 years Service code 29 · EIN 36-3924177 | Legal | $5,000 |
Filed as: MACNELL ACCOUNTING & CONSULTING Service code 10 · EIN 30-0510353 | Accounting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,457 | $41,256-86.8% | $86,582-93.7% | $77,958-93.0% |
| Participation rate | 44.5% | 63.0%-18.5pp | 73.5%-29.1pp | 71.6%-27.2pp |
| Annual return | 19.73% | 17.67%+2.1pp | 965.08%-945.4pp | 20.87%-1.1pp |
| Employer contribution / active EE | $21 | $1,613-98.7% | $2,839-99.3% | $2,310-99.1% |
| Participant deferral / active EE | $1,139 | $2,332-51.1% | $3,609-68.4% | $3,537-67.8% |
| Admin fee / account holder | $108 | $71+53.3% | $4,904-97.8% | $97+11.4% |