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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $258,770 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $120,246 |
DEARBORN PARTNERS5 years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 | Investment Management | $63,263 |
WILSON-MCSHANE CORPORATION7+ years Service code 10 · EIN 41-0956552 | Accounting | $44,844 |
Filed as: MCGRANN SHEA CARNIVAL STRAUGHN Service code 29 · EIN 41-1654544 6550 YORK AVE S 500 · EDINA, MN 55435 | Legal | $32,709 |
MATRIX TRUST COMPANY6 years Service code 19 · EIN 75-3182674 | Securities Custodian | $16,862 |
LEGACY PROFESSIONALS LLP6 years Service code 10 · EIN 32-0043599 | Accounting | $16,250 |
FRSECURE1 year Filed as: FR SECURE LLC Service code 49 6550 YORK AVE S 500 · EDINA, MN 55435 | Other Services | $8,855 |
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 | $62,315 | $88,479-29.6% | $96,543-35.5% | $80,187-22.3% |
| Participation rate | 99.9% | 79.9%+20.0pp | 74.3%+25.6pp | 72.9%+27.0pp |
| Annual return | -1.26% | 22.53%-23.8pp | 35.75%-37.0pp | 40.40%-41.7pp |
| Employer contribution / active EE | $5,910 | $4,177+41.5% | $3,741+58.0% | $2,980+98.3% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $165 | $211-22.1% | $6,737-97.6% | $145+13.6% |