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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION1+ years Service code 10 · EIN 41-0956552 | Accounting | $23,866 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $5,803 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173 | $73,497-99.8% | $101,248-99.8% | $93,223-99.8% |
| Participation rate | 99.9% | 84.5%+15.4pp | 75.8%+24.1pp | 74.9%+25.0pp |
| Annual return | 0.00% | 11.66%-11.7pp | 46.47%-46.5pp | 19.29%-19.3pp |
| Employer contribution / active EE | $166 | $3,600-95.4% | $3,660-95.5% | $2,680-93.8% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $6 | $121-95.2% | $5,945-99.9% | $79-92.6% |