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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $143,202 |
PRESIDIUM RETIREMENT ADVISERS1+ years Service code 28 · EIN 20-3375338 | Investment Management | $40,992 |
MARTIN SMITH & COMPANY, CPAS1+ years Filed as: MARTIN SMITH & COMPANY CPAS PA Service code 10 · EIN 26-0793942 | Accounting | $6,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,528 | $92,091-60.3% | $62,995-42.0% | $77,958-53.1% |
| Participation rate | 97.1% | 74.5%+22.7pp | 74.8%+22.3pp | 71.6%+25.5pp |
| Annual return | 10.31% | 16.23%-5.9pp | 87.57%-77.3pp | 20.87%-10.6pp |
| Employer contribution / active EE | $398 | $3,424-88.4% | $2,759-85.6% | $2,310-82.8% |
| Participant deferral / active EE | $1,863 | $3,361-44.6% | $3,329-44.0% | $3,537-47.3% |
| Admin fee / account holder | $128 | $48+167.9% | $3,600-96.4% | $97+31.8% |