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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 | $98,776-25.2% | $119,126-37.9% | $89,670-17.6% |
| Participation rate | 99.6% | 83.1%+16.5pp | 75.8%+23.8pp | 71.2%+28.4pp |
| Annual return | 7.10% | 9.25%-2.2pp | 282.11%-275.0pp | 19.66%-12.6pp |
| Employer contribution / active EE | $6,216 | $5,802+7.1% | $4,034+54.1% | $4,041+53.8% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $176 | $230-23.6% | $10,693-98.4% | $352-50.0% |