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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $250,277 |
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $112,050 |
DEARBORN PARTNERS2 years Filed as: DEARBORN PARTNERS LLC Service code 28 200 WEST MADISON STREET SUITE 1950 · CHICAGO, IL 60606 | Investment Management | $55,211 |
WILSON-MCSHANE CORPORATION4+ years Service code 10 · EIN 41-0956552 | Accounting | $40,449 |
Filed as: MCGRANN SHEA CARNIVAL STRAUGHN Service code 29 · EIN 41-1654544 | Legal | $38,728 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $16,970 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $15,500 |
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 | $58,482 | $81,719-28.4% | $101,275-42.3% | $90,274-35.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 5.68% | 337.64%-332.0pp | 46.46%-40.8pp | 53.97%-48.3pp |
| Employer contribution / active EE | $4,767 | $3,622+31.6% | $3,660+30.3% | $2,523+88.9% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $164 | $162+1.3% | $5,948-97.2% | $114+43.7% |