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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $25,275 |
MILLIMAN, INC.6 years Filed as: MILLIMAN ADVISORS LLC Service code 27 · EIN 83-2422656 | Advisory (Plan) | $9,000 |
MATRIX TRUST COMPANY8 years Service code 19 · EIN 75-3182674 | Securities Custodian | $6,851 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,011 | $80,724-26.9% | $103,333-42.9% | $74,495-20.8% |
| Participation rate | 46.2% | 65.7%-19.5pp | 74.5%-28.4pp | 67.2%-21.0pp |
| Annual return | 16.95% | 27.56%-10.6pp | 24.88%-7.9pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $3 | $3,157-99.9% | $3,868-99.9% | $2,623-99.9% |
| Participant deferral / active EE | $2,419 | $3,860-37.3% | $5,057-52.2% | $4,346-44.3% |
| Admin fee / account holder | $225 | $2,368-90.5% | $8,355-97.3% | $1,942-88.4% |