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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $163,903 |
WILSON-MCSHANE CORPORATION4+ years Service code 10 · EIN 41-0956552 | Accounting | $52,895 |
Service code 29 · EIN 39-1126909 | Legal | $33,396 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $25,492 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $15,035 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $9,162 |
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 | $3,531 | $55,730-93.7% | $96,515-96.3% | $96,393-96.3% |
| Participation rate | 99.7% | 82.8%+16.9pp | 74.3%+25.4pp | 71.3%+28.5pp |
| Annual return | 18.79% | 12.78%+6.0pp | 35.73%-16.9pp | 22.88%-4.1pp |
| Employer contribution / active EE | $1,696 | $4,014-57.7% | $3,740-54.6% | $3,239-47.6% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $27 | $105-74.2% | $6,735-99.6% | $74-63.2% |