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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $274,823 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $123,853 |
DEARBORN PARTNERS6 years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 | Investment Management | $73,448 |
WILSON-MCSHANE CORPORATION8+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $45,158 |
Service code 29 · EIN 34-4439491 | Legal | $30,415 |
LEGACY PROFESSIONALS LLP7 years Service code 10 · EIN 32-0043599 | Accounting | $17,000 |
FRSECURE2 years Filed as: FR SECURE LLC Service code 16 · EIN 26-3547185 | Consulting | $8,862 |
MATRIX TRUST COMPANY7 years Service code 19 · EIN 75-3182674 | Securities Custodian | $7,422 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,345 | $241,850-71.7% | $102,437-33.3% | $200,096-65.8% |
| Participation rate | 99.8% | 78.3%+21.5pp | 74.5%+25.3pp | 72.0%+27.8pp |
| Annual return | 10.98% | 17.67%-6.7pp | 24.95%-14.0pp | 34.26%-23.3pp |
| Employer contribution / active EE | $6,230 | $4,253+46.5% | $3,871+60.9% | $3,038+105.1% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $167 | $288-42.2% | $8,388-98.0% | $269-38.1% |