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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $284,533 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $127,569 |
DEARBORN PARTNERS7 years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 | Investment Management | $72,009 |
WILSON-MCSHANE CORPORATION9+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $47,713 |
Service code 29 · EIN 34-4439491 | Legal | $37,309 |
LEGACY PROFESSIONALS LLP8 years Service code 10 · EIN 32-0043599 | Accounting | $17,750 |
MATRIX TRUST COMPANY8 years Service code 19 · EIN 75-3182674 | Securities Custodian | $8,884 |
FRSECURE3 years Filed as: FR SECURE LLC Service code 16 · EIN 26-3547185 | Consulting | $7,880 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,930 | $98,273-24.8% | $150,734-51.0% | $85,660-13.7% |
| Participation rate | 99.6% | 84.0%+15.6pp | 78.4%+21.1pp | 74.8%+24.7pp |
| Annual return | 7.10% | 7.62%-0.5pp | 600.81%-593.7pp | 19.52%-12.4pp |
| Employer contribution / active EE | $6,216 | $5,764+7.8% | $4,918+26.4% | $4,199+48.0% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $176 | $226-22.0% | $14,905-98.8% | $224-21.4% |