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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $232,865 |
BENESYS, INC.10+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $138,639 |
RVK, INC.5 years Filed as: RVK, INC Service code 17 · EIN 93-0910652 | Pension Consulting | $43,199 |
JOSEPH L. REINHART, PC10+ years Service code 29 · EIN 93-1162180 | Legal | $36,155 |
VIGILANT SERVICES, INC.5 years Filed as: VIGILANT SERVICES, INC Service code 24 · EIN 93-0877675 | Discretionary Trustee | $32,500 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $28,150 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCATION Service code 21 · EIN 31-0841368 | Bank Trustee | $12,579 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 10700 NORTHRUP WAY · BELLEVUE, WA 98004 | Accounting | $11,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,784 | $64,890-44.9% | $134,172-73.3% | $67,986-47.4% |
| Participation rate | 15.3% | 48.5%-33.3pp | 72.5%-57.2pp | 57.2%-41.9pp |
| Annual return | 9.79% | 16.12%-6.3pp | 25.30%-15.5pp | 31.67%-21.9pp |
| Employer contribution / active EE | $778 | $1,360-42.8% | $3,420-77.3% | $2,019-61.5% |
| Participant deferral / active EE | $1,574 | $2,289-31.2% | $4,690-66.4% | $3,358-53.1% |
| Admin fee / account holder | $189 | $3,140-94.0% | $12,016-98.4% | $3,203-94.1% |