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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $290,924 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $52,806 |
WILSON-MCSHANE CORPORATION5+ years Service code 10 · EIN 41-0956552 | Accounting | $52,750 |
Service code 29 · EIN 39-1126909 | Legal | $50,574 |
LEGACY PROFESSIONALS LLP4 years Service code 10 · EIN 32-0043599 | Accounting | $15,788 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $13,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,705 | $63,356-91.0% | $102,437-94.4% | $106,553-94.6% |
| Participation rate | 99.1% | 84.3%+14.9pp | 74.5%+24.6pp | 69.8%+29.3pp |
| Annual return | 11.42% | 14.77%-3.4pp | 24.95%-13.5pp | 17.37%-6.0pp |
| Employer contribution / active EE | $2,087 | $4,310-51.6% | $3,871-46.1% | $3,359-37.9% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $39 | $110-64.2% | $8,388-99.5% | $80-50.5% |