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| Provider | Service type | Compensation |
|---|---|---|
WPAS, INC.1+ years Filed as: WPAS, INC Service code 13 · EIN 91-1363171 | Contract Administrator | $136,199 |
MATRIX TRUST COMPANY1+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $100,323 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $30,000 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $29,698 |
Filed as: BARLOW,COUGHRAN,MORALES,& JOSEPHSON Service code 29 · EIN 91-0889948 | Legal | $22,284 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $5,931 |
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,221 | $88,479-94.1% | $96,515-94.6% | $80,157-93.5% |
| Participation rate | 85.6% | 79.9%+5.6pp | 74.3%+11.2pp | 72.9%+12.6pp |
| Annual return | 0.00% | 22.53%-22.5pp | 35.73%-35.7pp | 40.39%-40.4pp |
| Employer contribution / active EE | $3,885 | $4,177-7.0% | $3,740+3.9% | $2,977+30.5% |
| Participant deferral / active EE | $232 | $3,961-94.1% | $4,880-95.2% | $5,015-95.4% |
| Admin fee / account holder | $186 | $211-12.2% | $6,735-97.2% | $145+28.0% |