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| Provider | Service type | Compensation |
|---|---|---|
WPAS, INC.2+ years Filed as: WPAS, INC Service code 13 · EIN 91-1363171 | Contract Administrator | $141,824 |
MATRIX TRUST COMPANY2+ years Service code 16 · EIN 75-3182674 | Consulting | $134,728 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $22,639 |
Filed as: BARLOW,COUGHRAN,MORALES,& JOSEPHSON Service code 29 · EIN 91-0889948 | Legal | $22,553 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $17,500 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $10,187 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $7,883 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,928 | $241,850-96.3% | $102,437-91.3% | $200,096-95.5% |
| Participation rate | 81.2% | 78.3%+2.9pp | 74.5%+6.7pp | 72.0%+9.2pp |
| Annual return | 10.34% | 17.67%-7.3pp | 24.95%-14.6pp | 34.26%-23.9pp |
| Employer contribution / active EE | $2,698 | $4,253-36.6% | $3,871-30.3% | $3,038-11.2% |
| Participant deferral / active EE | $263 | $3,961-93.4% | $5,060-94.8% | $5,090-94.8% |
| Admin fee / account holder | $189 | $288-34.5% | $8,388-97.8% | $269-30.0% |