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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $6,897 |
MATRIX TRUST COMPANY2+ years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182267 | Securities Custodian | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,791 | $36,916+200.1% | $156,551-29.2% | $57,658+92.2% |
| Participation rate | 92.0% | 63.4%+28.6pp | 84.0%+8.0pp | 70.2%+21.8pp |
| Annual return | 7.67% | 12.38%-4.7pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $7,236 | $1,571+360.8% | $5,501+31.5% | $1,974+266.6% |
| Participant deferral / active EE | $4,794 | $1,926+148.9% | $4,871-1.6% | $3,061+56.6% |
| Admin fee / account holder | $12 | $82-85.4% | $13,028-99.9% | $95-87.2% |