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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $207,340 |
BENESYS, INC.7+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $131,634 |
JOSEPH L. REINHART, PC7+ years Service code 29 · EIN 93-1162180 | Legal | $46,909 |
ULLICO7+ years Filed as: UNION BANK Service code 21 · EIN 94-0304888 | Bank Trustee | $38,368 |
RVK, INC.2 years Filed as: RVK, INC Service code 17 · EIN 93-0910652 | Pension Consulting | $37,285 |
VIGILANT SERVICES, INC.2 years Filed as: VIGILANT SERVICES, INC Service code 24 · EIN 93-0877675 | Discretionary Trustee | $30,000 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $28,400 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 10700 NORTHUP WAY STE 200 · BELLEVUE, WA 98004 | Accounting | $5,858 |
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 | $44,925 | $52,122-13.8% | $104,299-56.9% | $64,824-30.7% |
| Participation rate | 73.1% | 56.0%+17.1pp | 73.3%-0.1pp | 71.5%+1.7pp |
| Annual return | -2.98% | 13.26%-16.2pp | 24.62%-27.6pp | 32.84%-35.8pp |
| Employer contribution / active EE | $1,247 | $1,627-23.3% | $3,373-63.0% | $2,507-50.3% |
| Participant deferral / active EE | $1,162 | $2,823-58.8% | $4,626-74.9% | $4,311-73.0% |
| Admin fee / account holder | $195 | $155+25.9% | $7,339-97.3% | $188+3.6% |