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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $249,711 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $73,815 |
BAKER TILLY US, LLP1 year Filed as: BAKER, TILLY, VIRCHOW, KRAUSE, LLC Service code 10 · EIN 39-0859910 | Accounting | $9,450 |
UKG INC1 year Filed as: THE ULTIMATE SOFTWARE GROUP INC. Service code 99 · EIN 65-0694077 | Other Fees | $5,500 |
THE VANGUARD GROUP, INC.1 year Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,681 | $101,523-64.9% | $141,200-74.7% | $77,775-54.1% |
| Participation rate | 86.1% | 77.4%+8.7pp | 82.5%+3.6pp | 73.2%+12.9pp |
| Annual return | 24.21% | 56.22%-32.0pp | 71.41%-47.2pp | 32.58%-8.4pp |
| Employer contribution / active EE | $1,271 | $3,341-61.9% | $4,736-73.2% | $2,504-49.2% |
| Participant deferral / active EE | $5,372 | $6,434-16.5% | $6,710-19.9% | $3,966+35.5% |
| Admin fee / account holder | $87 | $92-5.2% | $10,265-99.2% | $100-13.3% |