Filed July 6, 2015 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 50 · EIN 91-0675641 | Direct Payment | $517,585 |
SEVEN SIMPLE MACHINES1+ years Service code 15 · EIN 20-4028622 | Recordkeeping | $456,503 |
DRINKER BIDDLE & REATH LLP1+ years Filed as: DINKER BIDDLE & REATH Service code 29 · EIN 23-1423089 | Legal | $214,008 |
PSA FINANCIAL ADVISORS, INC1+ years Filed as: PSA Service code 27 · EIN 20-1079566 | Advisory (Plan) | $107,618 |
Service code 37 · EIN 04-2647786 | Loan Processing | $97,639 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $44,300 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,105 | $46,516+5.6% | $147,618-66.7% | $69,651-29.5% |
| Participation rate | 96.5% | 65.8%+30.7pp | 84.6%+11.9pp | 66.6%+30.0pp |
| Annual return | 5.96% | 9.48%-3.5pp | 61.98%-56.0pp | 53.77%-47.8pp |
| Employer contribution / active EE | $1,203 | $1,393-13.6% | $5,564-78.4% | $2,241-46.3% |
| Participant deferral / active EE | $4,650 | $2,719+71.0% | $4,895-5.0% | $3,635+27.9% |
| Admin fee / account holder | $20 | $45-55.2% | $11,612-99.8% | $63-68.3% |