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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $353,790 |
Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $118,272 |
Service code 29 · EIN 39-1126909 | Legal | $51,623 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $18,750 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $17,614 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,744 | $55,730-50.2% | $96,543-71.3% | $96,393-71.2% |
| Participation rate | 95.2% | 82.8%+12.4pp | 74.3%+20.9pp | 71.3%+23.9pp |
| Annual return | 18.88% | 12.78%+6.1pp | 35.75%-16.9pp | 22.88%-4.0pp |
| Employer contribution / active EE | $3,690 | $4,014-8.1% | $3,741-1.3% | $3,239+13.9% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $58 | $105-45.0% | $6,737-99.1% | $74-21.5% |