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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $248,314 |
ZENITH AMERICAN SOLUTIONS6+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $109,956 |
VERUS6+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $85,215 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $17,800 |
HILL, FARRER & BURRILL LLP6+ years Service code 29 · EIN 95-2153880 | Legal | $13,865 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,880 | $73,497-55.3% | $101,275-67.5% | $93,223-64.7% |
| Participation rate | 98.5% | 84.5%+13.9pp | 75.8%+22.7pp | 74.9%+23.6pp |
| Annual return | 17.98% | 11.66%+6.3pp | 46.48%-28.5pp | 19.29%-1.3pp |
| Employer contribution / active EE | $2,035 | $3,600-43.5% | $3,660-44.4% | $2,680-24.1% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,371-100.0% | $4,563-100.0% |
| Admin fee / account holder | $179 | $121+47.7% | $5,948-97.0% | $79+125.5% |