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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $255,455 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $96,880 |
DEARBORN PARTNERS1 year Filed as: DEARBORN PARTNERS LLC Service code 28 200 WEST MADISON STREET SUITE 1950 · CHICAGO, IL 60606 | Investment Management | $54,498 |
WILSON-MCSHANE CORPORATION3+ years Service code 10 · EIN 41-0956552 | Accounting | $40,294 |
Filed as: MCGRANN SHEA CARNIVAL STRAUGHN Service code 29 · EIN 41-1654544 | Legal | $40,287 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $30,911 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,237 | $66,051-13.3% | $92,916-38.4% | $77,775-26.4% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 1.22% | 20.69%-19.5pp | 109.45%-108.2pp | 32.58%-31.4pp |
| Employer contribution / active EE | $4,633 | $3,426+35.3% | $3,654+26.8% | $2,504+85.0% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $176 | $148+18.9% | $5,796-97.0% | $100+75.6% |