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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Filed as: MILLIMAN SOLUTIONS LLC Service code 13 · EIN 91-0675641 | Contract Administrator | $2,246,321 |
SEIU 775 BENEFITS GROUP4 years Service code 14 · EIN 85-2581812 | Plan Administrator | $1,665,598 |
PROPEL INSURANCE8+ years Service code 22 · EIN 91-0830024 | Insurance Broker | $98,817 |
QUALTRICS, LLC4 years Service code 49 · EIN 45-4964116 | Other Services | $63,826 |
Service code 29 · EIN 91-0889948 | Legal | $53,387 |
HR ADVOCATES1 year Filed as: HR ADVOCATES, INC. Service code 17 · EIN 59-3330518 | Pension Consulting | $43,164 |
CLARK NUBER2 years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $38,685 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $32,774 |
RBC WEALTH MANAGEMENT7 years Service code 27 · EIN 20-0563684 | Advisory (Plan) | $29,000 |
Service code 16 · EIN 84-1246887 | Consulting | $28,448 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,690 | $152,104-96.9% | $184,256-97.5% | $106,553-95.6% |
| Participation rate | 98.1% | 85.9%+12.2pp | 86.8%+11.3pp | 69.8%+28.3pp |
| Annual return | 13.84% | 20.70%-6.9pp | 28.85%-15.0pp | 17.37%-3.5pp |
| Employer contribution / active EE | $964 | $5,326-81.9% | $6,427-85.0% | $3,359-71.3% |
| Participant deferral / active EE | $0 | $8,559-100.0% | $9,133-100.0% | $5,562-100.0% |
| Admin fee / account holder | $56 | $103-45.1% | $13,899-99.6% | $80-29.3% |