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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $322,017 |
BENESYS, INC.9+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $135,520 |
JOSEPH L. REINHART, PC9+ years Service code 29 · EIN 93-1162180 | Legal | $49,714 |
RVK, INC.4 years Filed as: RVK, INC Service code 17 · EIN 93-0910652 | Pension Consulting | $42,251 |
VIGILANT SERVICES, INC.4 years Filed as: VIGILANT SERVICES, INC Service code 24 · EIN 93-0877675 | Discretionary Trustee | $30,000 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $28,150 |
ULLICO9+ years Filed as: UNION BANK Service code 21 · EIN 94-0304888 | Bank Trustee | $16,903 |
SMART SOURCE LLC2 years Service code 36 · EIN 54-2104343 | Copying and duplicating; Direct payme... | $7,811 |
IRON MOUNTAIN2 years Service code 49 · EIN 23-2588479 | Other Services | $6,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
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 | $33,504 | $73,149-54.2% | $120,574-72.2% | $77,736-56.9% |
| Participation rate | 56.8% | 55.2%+1.7pp | 71.9%-15.1pp | 70.6%-13.7pp |
| Annual return | 26.13% | 18.24%+7.9pp | 107.42%-81.3pp | 31.26%-5.1pp |
| Employer contribution / active EE | $369 | $1,793-79.4% | $3,471-89.4% | $2,728-86.5% |
| Participant deferral / active EE | $933 | $3,006-68.9% | $4,996-81.3% | $4,651-79.9% |
| Admin fee / account holder | $168 | $660-74.5% | $9,445-98.2% | $433-61.2% |