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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $192,664 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $83,533 |
Filed as: MCGRANN SHEA CARNIVAL STRAUGHN Service code 29 · EIN 41-1654544 | Legal | $41,092 |
WILSON-MCSHANE CORPORATION2+ years Service code 10 · EIN 41-0956552 | Accounting | $40,287 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $16,883 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $14,500 |
HONSA-BINDER PRINTING, INC.2+ years Service code 36 320 SPRUCE STREET · ST. PAUL, MN 55101 | Copying and duplicating | $5,004 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,918 | $60,396-2.4% | $83,831-29.7% | $75,289-21.7% |
| Participation rate | 99.9% | 80.7%+19.2pp | 76.1%+23.8pp | 72.4%+27.5pp |
| Annual return | 6.91% | 3.84%+3.1pp | 850.99%-844.1pp | -0.04%+7.0pp |
| Employer contribution / active EE | $4,552 | $3,343+36.2% | $3,631+25.4% | $2,405+89.3% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $141 | $141+0.1% | $5,479-97.4% | $102+38.2% |