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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $247,108 |
BENESYS, INC.5+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $127,800 |
JOSEPH L. REINHART, PC5+ years Service code 29 · EIN 93-1162180 | Legal | $42,050 |
RVK, INC.5+ years Service code 17 · EIN 93-0910652 | Pension Consulting | $36,000 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $30,900 |
ULLICO5+ years Filed as: UNION BANK Service code 21 · EIN 94-0304888 | Bank Trustee | $30,764 |
VIGILANT SERVICES, INC.3 years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $30,000 |
J HERRLE5+ years Filed as: JOSEPH H. HERRLE & ASSOCIATES Service code 22 · EIN 93-0692196 | Insurance Broker | $5,414 |
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,599 | $58,101-26.7% | $118,914-64.2% | $73,412-42.0% |
| Participation rate | 85.3% | 56.1%+29.1pp | 75.4%+9.9pp | 72.2%+13.1pp |
| Annual return | 6.68% | 20.56%-13.9pp | 35.89%-29.2pp | 59.30%-52.6pp |
| Employer contribution / active EE | $1,364 | $1,445-5.6% | $3,264-58.2% | $2,234-38.9% |
| Participant deferral / active EE | $1,221 | $2,400-49.1% | $4,266-71.4% | $3,806-67.9% |
| Admin fee / account holder | $183 | $138+32.8% | $6,582-97.2% | $158+16.1% |