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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $250,862 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $116,743 |
DEARBORN PARTNERS4 years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 | Investment Management | $73,671 |
WILSON-MCSHANE CORPORATION6+ years Service code 10 · EIN 41-0956552 | Accounting | $43,934 |
Filed as: MCGRANN SHEA CARNIVAL STRAUGHN Service code 29 · EIN 41-1654544 | Legal | $16,947 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $16,246 |
LEGACY PROFESSIONALS LLP5 years Service code 10 · EIN 32-0043599 | Accounting | $15,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,752 | $76,774-17.0% | $112,270-43.2% | $77,906-18.2% |
| Participation rate | 99.9% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.2pp |
| Annual return | -10.13% | -10.25%+0.1pp | 27.49%-37.6pp | 12.16%-22.3pp |
| Employer contribution / active EE | $5,798 | $3,977+45.8% | $3,635+59.5% | $2,846+103.7% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $162 | $239-32.0% | $6,411-97.5% | $133+22.5% |