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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCGRANN SHEA CARNIVAL STRAUGHN Service code 29 · EIN 41-1644544 | Legal | $107,663 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $104,833 |
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $85,151 |
WILSON-MCSHANE CORPORATION1+ years Service code 10 · EIN 41-0956552 | Accounting | $26,951 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $13,775 |
TWG BENEFITS, INC.1+ years Service code 15 · EIN 36-4028918 | Recordkeeping | $12,467 |
UNION BANK & TRUST COMPANY1+ years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $9,194 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 | Advisory (Plan) | $6,500 |
HONSA-BINDER PRINTING, INC.1+ years Service code 36 320 SPRUCE STREET · ST. PAUL, MN 55101 | Copying and duplicating | $5,678 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,056 | $221,442-69.3% | $92,240-26.2% | $77,958-12.7% |
| Participation rate | 89.0% | 79.6%+9.4pp | 76.5%+12.5pp | 71.6%+17.4pp |
| Annual return | 0.00% | 15.65%-15.7pp | 176.29%-176.3pp | 20.87%-20.9pp |
| Employer contribution / active EE | $2,603 | $3,226-19.3% | $3,680-29.3% | $2,310+12.6% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $151 | $210-27.8% | $5,194-97.1% | $97+55.5% |