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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 91-2090931 | Recordkeeping | $89,483 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 12 · EIN 38-2383171 | Direct payment from the plan; Partici... | $77,604 |
MATRIX TRUST COMPANY9+ years Service code 19 · EIN 51-0099033 | Securities Custodian | $41,324 |
MMA SECURITIES LLC1 year Filed as: MARSH AND MCLENNAN AGENCY LLC Service code 50 · EIN 26-3237576 | Direct Payment | $36,809 |
HIGHLAND CONSULTING ASSOCIATES9+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 27 · EIN 20-4284376 | Advisory (Plan) | $19,225 |
Filed as: U.S. BANK Service code 19 · EIN 41-6271370 | Securities Custodian | $12,360 |
Service code 29 · EIN 93-0589000 | Legal | $9,529 |
Service code 10 · EIN 81-4693463 | Accounting | $8,837 |
Filed as: TRAVELERS INSURANCE Service code 50 P.O. BOX 2950 · HARTFORD, CT 06104 | Direct Payment | $8,665 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,601 | $83,023+46.5% | $102,437+18.7% | $77,762+56.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 24.16% | 19.12%+5.0pp | 24.95%-0.8pp | 31.27%-7.1pp |
| Employer contribution / active EE | $14,314 | $3,552+302.9% | $3,871+269.8% | $2,728+424.7% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $268 | $639-58.1% | $8,388-96.8% | $433-38.1% |